Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Advice through life
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Peninsula Wealth Management we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your local financial partners
We have a dedicated team of specialists who can assist you with a wide range of products. Our unique approach has simplified the process of putting you in a knowledgeable position to take control of your insurance requirements regardless of your situation. Our quality advice is timely, professional and easy to access.
Our culture is based on core values of integrity, respect, commitment and teamwork. We understand that little things count for so much.
Our Financial Planning services include retirement planning, superannuation, investment planning, home loans and much more.
Prepare for tomorrow, make the most of today.
Insights
The cost of refinancing your home loan
Consider the expenses involved in refinancing If you’re debating whether to refinance your home loan, you need to think about…
Retirement income
Retirement means different things to everyone. It may be a definite point in time when you stop work, and begin…
CGT when selling your rental property
How capital gains or losses apply When you sell or dispose of a rental property you may make a capital…
The lowdown on negative gearing
Recently, negative gearing has been making waves in the news and with rental affordability becoming a serious issue in Australia,…
Term deposits
Term deposits let you invest for a set amount of time and get a fixed interest rate. They can be…
Harnessing your professional brand in a world of AI
Artificial Intelligence (AI) technology is becoming more prevalent in our society and although there are many early adopters of AI,…