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What comes first, the chicken
or the nest egg?

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Planning to bring your future into your present

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Do something today for
all your tomorrows

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Defining Possibilities

Defining Possibilities – Our story

Our Expertise

Pekada is a specialist financial planning business which brings together our scale, collective experience, passions and strengths - providing us the ability to deliver a personalised service to individuals, families and business owners. We aim to set a new benchmark in providing increased comfort, security and ease of doing business with.

The gravitational pull of a like-minded vision drew us together at our former roles in a large banking group. We began to experience the downside of scale and an ability to be agile enough to deliver on clients changing needs.

Our firms legacy begins in Eltham with Ward Financial Group, a specialist SMSF Financial Planning business which was widely recognised as a premier practice in Australia winning several awards including IFA 2007 National Financial Planning Practice of the Year. In 2013 we combined our collective private practices with Ward, and Pekada was formed.

The Pekada difference is that we want what you want.

Our focused approach

Our services are shaped around you. We believe that the pursuit of your purpose, goals, dreams and aspirations can and should be supported by easy to understand, straight-forward financial advice. We believe that it is never too early or late to get your finances working for you.

  • SMSF

    Important things like your SMSF can get as complicated and difficult to manage as you let them.

    Pekada financial planners, are well versed in the strategic, legislative, technical and compliance sides of SMSF so we can take it all off your hands or just one or two in-depth aspects. It’s up to you.

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  • Investment Management

    The only problem with short term gains is that they are, by definition, for the short term. Rome wasn’t built in a day and your personal, sustainable wealth empire needs to stand the test of time.

    Consider Pekada your long-term investment advocate and partner in your success.

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  • Insurances

    We understand that while talking about 'worst case' scenarios might not be the most exciting topic of conversation, it is a vital part of a sound plan. We take the time to understand what is most important to you and provide solutions on how to protect and minimise the risk.

    At Pekada we make it simple to protect your cashflow, family and lifestyle with the right mix of personal insurances including Life, TPD, Trauma and Income Protection.

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  • Portfolio Admininstration

    Pekada offers 24/7 access to the information you need and our “simpler is better” policy ensures reports provide the relevant details most important to you.

    Pekada monitors every aspect of your portfolio and ensures that nothing is missed, including opportunities to take time out for you.

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  • Business Succession Planning

    Are you the heart and soul of your business? The energetic driving force behind a dynamic enterprise? Have you thought about how to sustain your legacy while transitioning comfortably to the next phase of your life?

    We can help ensure you get the maximum value from the business you have worked to build.

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  • Superannuation

    Often referred to as your "nest egg" your superannuation is an important piece of your lifestyle flexibility and retirement puzzle.

    We are specialists in ensuring that your super reflects what you want and need. Maximising your opportunities within your super account.

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Latest News News

  • InsightInvestment Corner: The fallout from “Brexit”

    Investment Corner: The fallout from “Brexit”

    The possible implications the 'Brexit' may have on you

    Wow, now that was unexpected! The voting population of the UK have shocked the world and global financial markets by voting to leave the EU.…

    Read more
  • InsightThe Importance of Advice

    The Importance of Advice

    MLC research has demonstrated the importance of advice

    MLC has undertaken research, where they surveyed 2,000 Australian’s and the results showed that the cost of living and the impact that it will have…

    Read more
  • NewsMoving Offices

    Moving Offices

    Pekada office move!

    We are very excited to announce that we are moving offices! Don’t fear that we’ve gone too far, we are literally a stones throw away and…

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The Trustee for Pekada Unit Trust (ABN 32 736 044 776), corporate authorised representative (CAR), number 443518 trading as Pekada and The Trustee for Pekada Group Trust (ABN 53 194 543 746) corporate authorised representative (CAR), number 235514 trading as Pekada are authorised to provide financial services on behalf of Charter Financial Planning Limited (Charter Financial Planning). AFSL Number 234665

The information provided on this website is general in nature and does not constitute advice. You need to consider with your financial situation and your particular needs prior to making any strategy or products decision. Pekada will endeavour to update the website as needed. However, information can change without notice and Pekada does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time Unless otherwise specified, copyright or information provided on this website is owned by Charter Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.