Broker Check
Brett Elliott

Brett Elliott

Financial Advisor

I’m Brett, and I'm the newest member of the team. I've been meeting with clients and crafting their financial plans for over four years at a prior firm. I jumped on the opportunity with PEEK WEALTH after learning just how far ahead they are amongst financial planning firms. There's virtually no planning area where we can't bring capabilities to bear. 

And I am truly excited to work with such a dynamic and experienced team. Their dedication to helping clients pursue the fulfillment of their Ideal Life aligns perfectly with my own philosophy of providing personalized and impactful financial advice.

My background is as a former professional football (soccer) player in Newcastle, England. My journey on the field taught me the value of determination, teamwork, and goal setting. Know what you want, plan for it, then work as hard as necessary. These are qualities that now guide me in helping you pursue financial independence.

One of the most rewarding aspects of my work are the moments I help you discover your "why" - the deeper motivations driving your financial decisions. I believe that understanding this "why" is key to creating a plan that aligns with your values and aspirations. I also emphasize the concept of "enough" - finding that balance where one has what they need to enjoy a fulfilling life, your Ideal Life.

Outside of work, I prioritize activities that contribute to my own well-being and enjoyment. Golfing is a passion of mine, providing both relaxation and a mental challenge. Staying fit is crucial to me, whether it's hitting the gym or going for a run. And I have a deep appreciation for wine, enjoying the complexity and artistry behind each bottle.

My greatest joys, however, come from spending time with my wife Kesley and our son Jack (2). They remind me of what truly matters in life and motivate me to continue helping others find their own paths to financial independence and happiness. I look forward to meeting you!