Peak Global Management Japan

For expert financial guidance:

Allow us to steer you towards financial freedom.

It’s not just an investment.
It’s a relationship.

When you work with us, we give you the very best opportunities to make your money grow and stay with you every step of the way.

Our Statement

We established Peak Global Management Japan because we understand that to offer trustworthy and dedicated financial guidance requires a team of highly skilled and experienced Advisors.

Our clients are not restricted by company specialisms. Every client can take advantage of our wide range of investing expertise, as we are professionals in Estate Management, Higher Education Planning, Organisation Solutions, Overseas Investments, Portfolio Management, Retirement Planning, and we provide dependable recordkeeping for all of it.

We are confident in the team structure we have designed at Peak Global Management, which is based on the idea that our clients benefit from multiple financial experts working with them, each with highly diversified knowledge.

+81 3 4431 3328

Our Principles

We are different, but in the best way possible.
Our investment strategy is founded on six important concepts that influence our decisions and are anchored in our values.

Independence

Diversification

Goal-Oriented

Flexibility

Honesty

Peak Global Management
Maximizing Profits, Minimizing Risks.

Building sustainable wealth through our tested methodology.

9 steps to create your ideal budget:

Step 1:

Start by looking at your income.

Step 2:

Total up your debts.

Step 3:

Work out your fixed monthly expenses (like rent, insurance, bills etc.)

9 steps to create your ideal budget:

Step 4:

Average your fluctuating monthly expenses. (like shopping, travel, entertainment etc.)

Step 5:

Forecast the unexpected expenses (like one-off events.)

Step 6:

Minus your debts and expenses from your total income (and make sure you are making more than you are spending!)

9 steps to create your ideal budget:

Step 7:

Write a list of your financial priorities (retirement, children’s education etc.)

Step 8:

Automate everything by setting up recurring payments.

Step 9:

Keep track of your progress

At Peak Global Management, we keep things simple

We Listen

We listen to your current situation and capture your needs and ambitions so that the planning process take into account all that you want to achieve. The planning stages are only the beginning of getting to know you. We believe that the most valuable relationships develop over time, and we are dedicated to listening to your aspirations as time goes on.

We Plan

Once we have identified where you are and where you want to be, your team of qualified financial specialists will start looking for the best opportunities for you. We communicate with you throughout the process to ensure that we correctly capture all of your requirements.

We Advise

Following the completion of the planning phase, your team will walk you through their strategic ideas, make specific recommendations, and integrate your comments. We are dedicated to full openness and pleased to resolve any concerns you may have.

We Review

After everything is underway, we will regularly review how well your investments are doing and run tests to see if growth rates can be increased. We will communicate with you and keep you updated with the best opportunities.