Investment Management & Advice

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.

We take a tailored approach to constructing your portfolio based on your needs and preferences so that you have a portfolio that reflects you and delivers what you need.

  • Transparency
  • Diversification
  • Tax efficiency
  • Ongoing monitoring

Consider Pekada your long-term investment advocate and partner in your success. We ensure you have 24/7 access to the information you need and partner with the best investment providers so that you can be confident that your money is working hard for you.

Here is how we help you manage your investments:

  1. Clarify your wealth creation goals
  2. Understand your investment preferences
  3. Assess your comfort with levels of investment risk
  4. Review your current investments against your preferences and the broader investment universe.
  5. Build a portfolio which aligns with your goals and preferences and is managed by experienced professionals.
  6. Maintenance of your investments ongoing as your life and priorities change.

The types of investments we include:

  • Direct shares (Australian and international)
  • Managed funds
  • ETFs
  • Term deposits
  • Managed portfolios
  • Cash management accounts
  • Direct property

Active vs Passive investment management

We believe active and passive strategies are not opposing strategies, but instead complementary to eachother. There are benefits in blending the two techniques together as it increases strategic diversification, reduces risk and can deliver alpha to portfolios.

Find out how Pekada’s investment management services can help you achieve your wealth creation goals, book a meeting with us today.