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9
Feb
News Release

Supporting a wealth building mindset for our clients

Ballina Gee
I
February 9, 2021

Imagine finding a property and wealth business support network whereby you basically tell them there is no referral commission and there is no monetary kickback for you and vice versa. ... Sounds ridiculous right!

But what if the reason why is because you want what is best for your client independently without the pressure of selling each other's products and services. ... Yeah .. starting to make sense right BUT it is rare to find such an arrangement.

Well not with Housing With a Purpose and Peak Wealth Management. For us, we want what is best for our clients and to work with authenticity in our independence to offer products and services that are purely beneficial for the client.

You a probably still asking the question .... "why don't you get a financial kick back from it?". It is simple.

We want you to thrive in your own goals and then to have the right strategy to guide you. From there you can find the right property which will help you implement that strategy. Whilst we do hope through our advocacy, we have the right property for you to implement that strategy, if we do not have that property, then we would prefer you find the property elsewhere. That is why we tell our customers "if you want to be sold to ... go somewhere else". So many people come to us because of our trust and integrity to always have your interests at heart.

We are so pleased to have Kristian and Andrew on board our collaborative support network. Check out Andrew talking about First Home buying tips. This is an example of the wealth of knowledge that is going to benefit both of our organisation helping people get into the market. We look forward to sharing their knowledge through our website and social media channels. Because in the end, you benefit.

They will be able to assist our clients independently to ensure that they are financially supported in their own goals and will put together the strategies necessary to support that journey.

Whether it be a strategy to save for your first home deposit, investment property strategy, post-purchase equity tips and superannuation, we are confident that the team at Peak Wealth Management will add value.

...

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