Partner status
Platinum champion partner
Experience
Partner since 2010
Certification
Xero advisor certified
Certification
Xero payroll certified
About us
The growth and success of our clients is what creates our passion for this industry.
The Atkinson family created Peer Wealth in desire of building a complete Wealth management and Accounting firm that is designed for you, our clients. Our ultimate goal was to build a sounding board that supports our client’s growth, and satisfy their financial and personal needs under one roof. As individuals, we recognised that for our clients to obtain financial success they needed experts that they can trust. Family is a natural team that possess a life time of trust, communication and understanding, and when talking to our clients this is why they are attracted to Peer Wealth.
Affiliations
- Chartered Accountants of Australia & New Zealand
- CPA Australia
Peer Wealth: Bank experience
Clients of Peer Wealth connect to a range of banks via Xero. Peer Wealth specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.
Bank connections
- ANZ (AU)
- ANZ (AU) Legacy Credit Cards
- Airwallex
- American Express (AU)
- Bank of Melbourne (AU)
- Bank of Queensland BOQ (AU)
- BankWest (AU)
- Bendigo Bank (AU)
- Citibank (AU)
- Commonwealth Bank CBA (AU)
- ING Direct (AU)
- Macquarie (AU)
- National Australia Bank NAB (AU)
- PayPal
- St George Bank (AU)
- Stripe
- Westpac (AU)
- Westpac (Australia) - Credit Card
- Wise Business
Peer Wealth: Industry experience
Peer Wealth works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.
Industries Served
- Accommodation and hospitality
- Administration and support services
- Arts and recreation
- Construction and trades
- E-commerce
- Education
- Finance and insurance
- Healthcare and social services
- Manufacturing
- Marketing, advertising and consulting
- Not-for-profit
- Professional services
- Real estate and hiring services
- Repairs and personal services
- Retail
- Wholesale
Peer Wealth : App experience
Peer Wealth serves clients who use 7 different apps that connect and integrate with Xero.
Connected apps
Find us
Peer Wealth has offices in 2 locations
- Manly
Suite 202B Level 2 39 East Esplanade, Manly, 2095, NSW
- Forster
Shop 2, 12 Wallis Street, Forster, 2428, New South Wales
New to Xero? Peer Wealth can help
Xero is beautiful online accounting software for smaller businesses. Peer Wealth can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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Partner since 2010
Please note, Xero doesn't guarantee the service of any one advisor
We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.
Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.
Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.