Real Financial Planning

Pekada is a privately owned and operated financial planning business servicing clients across Australia from its offices based in Docklands. We have our own Australian Financial Services Licence (AFS Licence No. 500551), meaning we can remain focused on the best advice and solutions for you.

There is a common misconception that financial planning is all about making people rich as measured by their financial net worth. But in our humble opinion, when you get to the heart of financial advice it is about enabling our clients to live a rich life, which is less about the money, and more about what the money can do.

Financial Planning Services

At Pekada our financial planning services provide the clarity, confidence and resources you need to live a rich life, free of financial stress. Our financial planners work with you to ensure you feel money confident and achieve a balance between ensuring you have financial security in the future and living a brilliant lifestyle now.

We don’t do off-the-shelf or cookie-cutter solutions. Instead, our services are shaped around you and what you need, as we believe that your life and goals can and should be supported by easy to understand, tailored and straightforward financial advice.

Our process begins with a discovery session with one of our experienced financial planners, this is where we get to know you, where you are financially, and ultimately, where you would like to be.

Book a meeting with a financial adviser today and start planning for your financial independence.

Services

July 2024 Economic & Market Review – Bond Rally, Small-Cap Surge, and Geopolitical Tensions

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Reversionary death benefit nomination vs Binding death benefit nomination

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Podcasts
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