Peter Kaleski
Co-founder at Smartmoney Wealth Management
Based in Sydney, Australia
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Seniority
C-Team
Department
General Business & Management
Location
Sydney
Industry
Financial Services
Company size
12
Contact information
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p•••••••@smartmoneygroup.com.au
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Background
About Peter Kaleski
I am passionate about helping people on their journey to financial freedom. I give everyday Australians the financial strategies that allow them to pay off their mortgage sooner, minimise their tax obligations and build wealth for a comfortable retirement. Being in Private Wealth Management for more than 10 years I noticed that only high-net-worth individuals traditionally receive the best financial advice. I am a firm believer that everyday Australians should be able to benefit from the same expertise. SmartMoney Wealth Management is Australia's leading independently owned firm for financial advice. Our services include: Financial Planning Property Investment Tax Minimisation Strategies Self-Managed Super Funds Sharemarket Investment Personal Insurance Estate Planning Everybody’s financial situation is different and there can be no ‘one size fits all’ approach. By providing customers expert advice, I am fortunate to have helped many everyday Australians get on track to achieving the financial freedom they deserve. For me, there is no greater Professional Partnership Opportunities We currently have professional partnership opportunities for Accountants and Mortgage Brokers who would like to increase revenue and offer a more well-rounded service to their clients. For a confidential discussion about your current financial situation and objectives please don’t hesitate to contact me on the details below. 0499 966 671 peter.kaleski@smartmoneygroup.com.au Visit smartmoneygroup.com.au SmartMoney Wealth Management | Private Wealth Management | Financial Planner | Self Managed Super Fund Specialist | Tax Minimisation | Property Investment
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