About Us

As a client, you deserve a quality advice partnership that is about more than just the money. We focus our efforts and expertise on what is really important to you.

What we do

A great financial plan is not a single transaction, it is a process. One that is custom fit for you, delivered, implemented and monitored to ensure that the plan remains current and in line with the your goals as your life changes.

The Pekada difference is that we work towards your goals because to us it’s both business and personal. So, how can we help 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.

Who we help

For us, it's personal. At Pekada, relationships are our most precious asset. Regardless of what life throws at you, our advisers are here to guide you through all phases of your life.
Accumulators

This is your consolidate and growth phase where it is all about getting balance between a comfortable lifestyle now and setting the right foundations for your long term financial independence and success.

Retirement planning

The right resources and plan can secure your financial independence so that you have lifestyle flexibility and can navigate the retirement puzzle.

Clients

We work to understand the underlying reasons for your goals and objectives in order to craft strategic solutions, that don’t merely address situations like yours, rather they are designed specifically for your circumstances. Your success is our success.

Investing for your children

There are many different ways in which you can save for your child’s future with varying levels of risk and implications. The big thing to think about is that because it is likely to be a long term investment it should be invested for growth.