Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Home Loan
Tax and Accounting
Claims Management
Your trusted partner in navigating personal insurance claims.
With extensive domain expertise and professionals with over two decades of experience in the field, we specialise in managing various claims, including income protection, trauma, total and permanent disability (TPD), and death claims, whether within a superannuation fund or as part of a retail insurance policy.
Peer Wealth Claims Management Service is dedicated to acting on behalf of our clients, managing their claims to deliver an improved service experience aimed at achieving superior financial and health outcomes, including a quicker return to wellness.
Our claims management approach is streamlined into a two-step process:
1. Claim Triage
This initial phase involves a detailed review of your claim, where we engage with insurers on your behalf to understand the specifics of your insurance policy and the potential for your injury or illness claim. Upon completing this stage, we offer a recommendation on whether to proceed with the claim, ensuring that only viable claims are pursued. Historically, 98% of the claims we have recommended at this stage have been successful.
2. Claim Management / Advocacy
In this phase, we take over as the primary contact for your insurer, handling all communications to allow you to focus on your recovery. Our advocacy covers the preparation and lodging of your claim, assistance with claim forms, and ongoing management until a decision is made on your claim.
The industry boasts a high success rate, with over 90% of claims being paid out.
Our Fees
Our transparent flat fee structure reflects our client-focused approach, ensuring no surprises regarding our fees. This model distinguishes us from other firms, including law firms, which may charge a percentage of your benefit.
Eligibility and Personal Insurance
If you've suffered a significant diagnosis, such as cancer, or any other injury or illness impacting your ability to work, you may be entitled to a personal insurance benefit. This could include coverage under your superannuation, potentially entitling you to an insurance payment. Peer Wealth can assist in determining your eligibility for such payments, helping to ease financial stress.
What is Personal Insurance?
Personal insurance is designed to provide financial security for you and your family in the event of serious injury or illness. Coverage may be direct or through superannuation funds, which typically offer a basic level of protection. This includes income protection, trauma, total and permanent disability (TPD), and death claims, ensuring comprehensive coverage across various life events.
