Since 1988, Chiltern Peak Pty Ltd has been providing a range of wealth advice services to help people grow, manage and protect their wealth.
Chiltern Peak Pty Ltd is part of Genesys Wealth Advisers Limited, a network of around 350 wealth advisers in 130 practices across Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $8 billion of investments and over $80 million in annual individual risk insurance premiums (as at 31 March 2009).
Our Advice Process
Financial planning can help you with many things in your life now and in the future. For example, it can help you identify how much income you will need in retirement to fund your lifestyle, and it can help you minimise tax and maximise wealth creation.
We run in-house information nights for our clients, helping you increase your awareness and understanding of different financial planning areas. All interested clients can expect to be invited to various presentations that cover an area of interest or benefit.