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Peak Solutions has been helping clients achieve their financial goals since it was founded in 2005 by Daniel. Our focus is on building and maintaining trusted relationships with you, our client. We do this by holding your needs integral to our process and providing great service to ensure you achieve your financial objectives.
The company has grown substantially through the years, through referrals and the amalgamation of other advisory practices. Most of our new business is from our existing clients recommending our work to new clients. Our trusted reputation is hard won over a long period. As other advisors look to exit the industry, they want their clients to be in the best possible hands.
In 2009, we merged with Financial Directions, owned by Daniel’s father, making way for his retirement in 2017. We have a long standing relationship with clients in Ashburton and South Canterbury, after acquiring Kilworth’s investment clients in 2013. Most recently we have integrated Paul Wilson & Associates clients in preparation for his retirement.
We are humbled that so many advisors have chosen to trust us to manage their clients after retirement. We deeply value the relationships we have with all of our clients and acknowledge that this couldn’t have happened without the support of our current advisors and those that have done such a great job before us.
