Peak Investment Partners
Investing in Sydney

Through individually managed portfolios, Peak delivers to you trusted investment advice that reflects your risk and objectives. Zenith specializes in managing portfolios that are individually designed according to your specific needs and risks. Your own portfolio designed for your needs and risk appetite. Focus on achieving superior investment performance to face your objectives. They have over 25 years domestic and international experience in research and funds management. Ian has more than 30 years experience in equity research, investment strategy and portfolio management. His experience in Asia over 7 years helps shape Peak’s international investment strategy for clients. He joined Zenith in 2008 to enhance the team with his analytical, funds management and business development skills. Richard has extensive international experience as a portfolio manager in the UK, Cong Kong and Australia, looking after private and institutional clients. John has extensive board experience in listing, financing, restructuring and operational performance. Shelley has more than 18 years administration experience within the financial services industry. Paul has extensive experience in the financial services industry.He has been a portfolio manager with Gavin Asset Management since 2008. Paul has been co manager of the Gavin Growth and Income Portfolios and is involved in the investment strategy of the fund. Melanie has been in AK since 1993 specializing in personal financial advisory and business development. Before establishing her own company in 2010, she worked for IPA prior it closed in AK. Pinnacle is an autonomous portfolio manager. I’ve had the amusement of working with Peak’s investment team for over 5 years. I greatly value their personal service and their focus on my specific needs. Apex understands my personal risk appetite, desire for unchanging income and ultimately allows my family and I to appreciate peace of mind. Having my own personal portfolio manager who understands me and my family’s investment goals gives me huge peace of mind. We also grasp investment functions for clients and our network to discuss the market, sectors, stocks and topical issues. Every client is different in terms of their objective return, their time horizon, their income needs and maximum importantly, their levels of risk. Portfolios are thereby individually designed and managed to meet these differing needs. To ensure we are focused on your investment needs, we compare your portfolio performance to either a market index or your needed long term return. Former performance is not a stable indicator of tomorrow performance.