PIP
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SMA-Performance
blank We design and manage for clients:
 

 

  • Individual Portfolios (IMAs)
  • Range of 6 Model Portfolios (SMAs) for smaller amounts
  • Investments in:
    - Direct Australian and
      International Equities
    - Fixed and Floating Rate
      Securities

    - Retirement Income Strategies
    - Global Ethical Investments
 
SMA-Performance
blank We help a wide range of clients:
 

 

  • Individuals and Family Trusts
  • DIY Super
  • Family Offices
  • Not-For-Profit
  • Accountants
  • Dealer Groups
  • Offshore Investors
 
Performance with Relationship
blank We offer a highly personalized portfolio service, addressing:
 

 

  • Improved after tax investment returns relative to your risk
  • Richer relationship
  • Superior administration service

We listen and understand
your needs, and design a portfolio
for you,
providing:
Performance with Relationship

 
   
PEAK-Investment-Partners-The Peak Advantage
  • Direct Securities
  • International and domestic experience
  • Ownership independence
  • Performance with relationship
  • Transparent fees


 
PEAK-Investment-Partners-Peak-Team
 
PEAK-Investment-Partners-Our-Contacts
Phone: (+612) 8274 5800
   
Fax: (+612) 8274 5899
   
Address: Level 11, 56 Pitt Street
Sydney, NSW 2000
Australia
   
E-mail: info@peakinvest.com.au
 


© 2016 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorised representative of
Peak Investment Holdings Pty Ltd (ABN 17 118 685 993) who holds an Australian Financial Service Licence No.304008
 
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