03 5975 6855
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About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

About Peninsula Wealth Management

Peninsula Wealth Management Pty Ltd was established by two like mind firms coming together, being Bayside Financial Planning and SPR Financial Solutions.  Both groups have more than 25 years’ experience in financial services including but not limited to personal, family and business financial advice, retirement planning, investment management, risk management for personal and business and business banking.

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 financial options and 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:

  • Wealth accumulation
  • Personal insurance
  • Superannuation strategies and retirement planning
  • Retirement income streams, including pensions and annuities
  • Budget and cash flow management
  • Centrelink and other government benefits

Peninsula Wealth Management Pty Ltd is a Corporate Authorised Representative (ACN No.656003762) of Peninsula Wealth & Financial Services Pty Ltd (AFSL: 537043)

Our Approach

Complex made simple

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

You are unique

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Straight forward fees

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.
Get in Touch
Call 03 5975 6855
Our Mornington Location

7/3 Torca Terrace, Mornington, VIC 3931
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Our East Kew Location
Suite 8, 828 High Street, East Kew VIC 3102
Operating Hours
By Appointment
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Peninsula Wealth Management Pty Ltd, ABN 86 656 003 762 trading as Peninsula Wealth Management is an Authorised Representative of Peninsula Wealth & Financial Services Pty Ltd
ABN 97 656 003 806, AFSL 537043. 

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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