PEAK INSURANCE GROUP 
GENERAL INSURANCE  
& FINANCIAL ADVICE 
 
 
 
 
 
 
PEAK INSURANCE GROUP 
GENERAL INSURANCE & FINANCIAL ADVICE 

 Tax Efficient Savings 

Making sure you retain real investment value, while minimising your exposure to taxation. 

 Phased Retirement Income 

Balancing your income needs at retirement while providing a flexible structure to reduce the effects of taxation. 

 Succession Planning 

Understanding the current legislative regulations. Having a clear view how they will effect you and your family. 

 Lifetime Allowance 

A vital area to understand both now and at retirement. 
 
 
 
 
 
 
 
 
 
 
 
 

 CONTACT US 

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