ABOUT

Peakview Strategy is a specialist Responsible Investment advisory firm that has expertise in responsible investment strategy, impact investing, impact assessment & reporting, corporate sustainability and investment subject matter expertise in climate change, biodiversity and carbon/decarbonisation and oceans.

How we can help

  • You have a need for strategic assistance but don’t have the need or budget to engage a large consultancy
  • ­You want to evaluate a potential business opportunity but don’t have capacity within your existing management team
  • ­You want to develop a sustainability, decarbonisation, responsible investment or impact investment strategy

expertise

  • ­Strategy
  • ­Responsible Investing, Impacting Investing, Sustainability
  • Wealth management and asset management
  • Impact and Sustainability themes – decarbonisation/net zero, biodiversity, carbon and climate change, oceans, soils, impact solutions and technology

experience

From 2016­

  • ­Specialist Responsible Investment advice to superfunds, asset managers and financial advisers; and Chief Impact Officer for an impact fund (since 2019). Specialist Corporate sustainability adviser (since 2017).
  • Large Corporates (ASX 200, Super Funds, Fund Managers). Clients include: Woolworths, Janus Henderson, AMP and superfunds REST and HESTA.
Prior to 2016­

  • ­Over 25 years experience in senior corporate roles in strategy, financial management, consulting and business management
  • Australia and Internationally
  • ­Wealth managers, asset managers, professional service companies and social enterprises.
  • ­Senior management and Board level

our approach

  • ­Highly ethical approach to doing business
  • Focused on delivering results for our clients efficiently – on topic, on time, on budget
  • Commercial approach to how we help deliver outcomes for clients. We have strong financial capabilities
  • Work closely with our clients to ensure they are getting the outcomes they want

differentiators

  • ­Pragmatic and efficient – get to the nub of issues and find solutions for the way forward quickly
  • Keep it simple and cut through complexity
  • Taking your business ideas into business cases ready to execute
  • Commercial perspective – making sure what we do makes financial sense
  • Sustainability – bringing sustainability into businesses to reduce risk or create additional value
  • Engaging, personable and collaborative style­
  • Cost effective advice and solutions