Welcome to Periscope Wealth
Money for the moments that matter.
Where are you on your journey towards financial wellness?
We provide a range of services to enable you to reach your goals and enjoy the moments that really matter to you.
We combine our experience and holistic understanding with the latest technology to help you make smart choices with your money.
You’ve worked hard to build and grow your wealth, we are here to make sure you have what you need, when you need it.
From Wills and trusts to estate and succession planning, we will help you find the most tax efficient and hassle-free ways to share your wealth.
No one can foresee the unforeseeable. That’s why it’s important to make sure that if you do hit a bump in the road, your hard work is protected.
But, though money isn’t everything, not having it when you need it most is.
This is why we started Periscope Wealth.
What it means to be wealthy is unique to every individual.
We believe that wealth is having what you need to enjoy the moments that matter most to you and your loved ones.
No matter where you are on your personal financial journey, we will walk beside you towards achieving your goals, so you can live your best life.
Why Choose Periscope Wealth?
You’re never locked in; you can withdraw your money without penalty if you need to.
We’re here to help you achieve your goals with your best interests at the heart of everything we do. We offer impartial advice and a range of products and services from the whole of market.
We keep charges and fees at a minimum and make sure you understand where your money goes to ensure an accessible and affordable way to achieve financial wellness.
We utilise an active management strategy to maximise the impact and performance of your investments.
We balance risk with the long-term return potential of your investments by ensuring you maintain a desired asset allocation over time.
We provide clear holistic guidance based on a complete comprehension of every piece of the financial picture.