Peter Lee - Esencia Wealth

With more than 22 years of experience across private client financial advice, investment banking and accounting, Peter Lee helps clients make confident financial decisions at every stage of life. He works closely with pre and post-retirees, as well as high-income business owners, helping them understand the role cash flow plays in building, managing and preserving wealth. His focus is on helping clients successfully transition into the next phase of life, particularly retirement.

Peter enjoys making complex financial matters simple and helping clients see the bigger picture. Every client relationship begins with understanding what matters most to them, their goals, values and aspirations. He genuinely enjoys building long-term relationships and creating an environment where clients feel comfortable being themselves. By understanding what’s most important to them, Peter helps clients make rational decisions around emotional needs and work towards the outcomes that matter most

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