Empower Your Financial Journey with Peak Wealth Creation Financial Services
Experience tailored financial solutions and dedicated guidance with Peak Wealth Creation Financial Services.
Trust & Integrity
Expert Advise
Easy To Understand
At Peak Wealth Creation Financial Services
COMPANY FOUNDER
HELEN LEE
Financial Planner
Over 14 years+’ experience working in number of leading financial institutions giving her invaluable cross industry experience.A qualified Wealth Adviser who offers a full spectrum of strategic financial planning and investment advice with ongoing personalized service. She works with clients to find the best solutions to help them to achieve their financial goals.Serviced to individuals, trusts, estates, self-managed super funds, and professionals such as Doctors and Accountants. She provides customized strategies which meet clients’ needs and objectives.Helen’s commitment to her clients is understanding client’s need and providing suitable financial solution with ongoing proactive service. To maintain a top level of service is the key for her business.
At Peak Wealth Creation Financial Services
How We Help Our Clients
ESTATE PLANNING
Tailored strategies ensuring your assets are managed and distributed according to your wishes, providing peace of mind for the future.
ESTATE PLANNING
Tailored strategies ensuring your assets are managed and distributed according to your wishes, providing peace of mind for the future.
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Investment and Strategies
Expert guidance to optimize investment portfolios, aligning with your financial objectives for long-term growth and stability.
Investment and Strategies
Expert guidance to optimize investment portfolios, aligning with your financial objectives for long-term growth and stability.
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Cash Flow Budgeting
Customized budgeting solutions to manage finances effectively, empowering you to achieve your short and long-term financial goals.
Cash Flow Budgeting
Customized budgeting solutions to manage finances effectively, empowering you to achieve your short and long-term financial goals.
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Self Managed Super Funds
Comprehensive support in establishing and managing SMSFs, maximizing control and flexibility over your retirement savings.
Self Managed Super Funds
Comprehensive support in establishing and managing SMSFs, maximizing control and flexibility over your retirement savings.
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Personal Insurance
Tailored insurance plans to safeguard your financial well-being and protect your loved ones against life's uncertainties.
Personal Insurance
Tailored insurance plans to safeguard your financial well-being and protect your loved ones against life's uncertainties.
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Superannuation
Strategic management of superannuation funds to optimize growth potential and secure a comfortable retirement lifestyle.
Superannuation
Strategic management of superannuation funds to optimize growth potential and secure a comfortable retirement lifestyle.
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Retirement and Pension
Holistic retirement planning to ensure a smooth transition into retirement, maximizing income streams and preserving wealth.
Retirement and Pension
Holistic retirement planning to ensure a smooth transition into retirement, maximizing income streams and preserving wealth.
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Aged Care
Compassionate guidance through the complexities of aged care planning, ensuring dignity and financial security for yourself or loved ones.
Aged Care
Compassionate guidance through the complexities of aged care planning, ensuring dignity and financial security for yourself or loved ones.
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At Peak Wealth Creation Financial Services
reach your financial potential
Savings Plans and Cash Flow Analysis
Let Helen guide you in creating personalized savings plans and conducting cash flow analysis to optimize your financial management, with expert budgeting guidance to help you achieve your goals.
Debt Advice
Take Control of Your Finances: Receive tailored debt advice from Helen, encompassing mortgage and debt review, along with effective strategies for debt reduction to help you regain financial freedom.
Superannuation and Future Planning
Secure Your Future: Explore tailored superannuation solutions with Helen, ensuring you're prepared for retirement and beyond, including self-managed superannuation options to maximize your savings.
Wealth Building Strategies
Helen offers personalized wealth building strategies designed to grow and protect your assets over time, providing strategic investment advice and financial planning to build a solid foundation for success.
Pre and Post-Retirement Advice
Let Helen simplify the complexities of retirement planning with comprehensive advice, ensuring a smooth transition into retirement and ongoing support throughout your golden years.
Personal Protection and Insurances
Protect Your Financial Well-Being: Safeguard your financial future with expert advice on personal protection and insurance solutions from Helen, covering life insurance, income protection, and more to mitigate risks.
Estate Planning
Secure Your Legacy: Plan for the distribution of your assets with Helen's expert estate planning services, including wills, trusts, and tax minimization strategies, tailored to your unique needs and wishes.
Aged Care Advice
Make Informed Decisions: Navigate the complexities of aged care with guidance from Helen, helping you understand options and plan for future needs with expert advice and support every step of the way.
Ongoing Advice and Review
Stay on Track for Success: Benefit from Helen's commitment to your long-term financial well-being with ongoing advice and review of your strategies, ensuring you remain on course to achieve your financial goals.
Veterans
Specialized financial assistance and support tailored to the unique needs of veterans, honoring their service with personalized solutions.
First Responders
Dedicated financial planning services designed to support the financial well-being and security of first responders, acknowledging their invaluable contributions.
Enjoy the best bespoke services and professional advise combined together
We aim to build strong, long lasting relationships with our clients to assist and guide them through each unique stage of their financial life. We have no association with the banks which means we answer only to the needs of our clients. There are no in-house products and there is never a concern for any conflict of interest. We offer you great peace of mind knowing your finances are managed with only your best interests at heart.
At Peak Wealth Creation Financial Services
Why Choose Us
Experience and Expertise:
14+ Years of Financial Mastery: Benefit from over 14 years of industry expertise as Helen, a qualified Wealth Adviser, offers tailored financial planning and investment advice honed from her experience in leading financial institutions.
Personalized Service
Your Financial Journey, Our Priority: Build enduring relationships with Helen Financial Services as we delve into your unique financial goals, providing personalized solutions and unwavering support at every step of your journey.
Client-Centric Approach
Guidance Without Bias: Experience unbiased financial guidance as we operate independently of banks and in-house products, solely dedicated to meeting your needs with solutions tailored to your best interests.
Commitment to Your Success
Your Goals, Our Promise: Beyond initial advice, we remain dedicated to your financial success, offering proactive service and ongoing reviews of implemented strategies to keep you on track towards achieving your goals.
Get in touch for any kind of help and informations
Address:
PO Box 1193 Sunnybank Hills QLD 4109
Call for help:
0422 345 604
Mail for information:
Testimonial
It’s always a joy to hear that the work we do, has positively reviews.
My partner and I engaged Helen to look at our Superannuation funds and find out more about it. Helen was very passionate about what she does and has a world of knowledge when it comes to finance. Helen opened our eyes to opportunities that we were not aware of to benefit our current financial situation. We are definitely satisfied with Helen customer service and would definitely recommend Helen to our friends. Thank you Helen!
Helen is an enthusiastic professional who has helped me with my superannuation and personal insurance. Helen brings a great deal of experience to the table and goes beyond and above to help her clients. I highly recommend Helen to anyone.
I could not be more pleased with Helen’s service. Buying my first home meant some massive changes in my financial position and Helen was there every step of the way to ensure I was adequately covered should anything happen. Helen was patient, well informed and made the whole process simple and easy. I look forward to working with Helen in the future for all my wealth management and protection needs. Thank you Helen!
