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.
- Personalisation
- Transparency
- Diversification
- Tax aware to your personal situation
- 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:
- Clarify your wealth creation goals
- Understand your investment preferences
- Assess your comfort with levels of investment risk
- Review your current investments against your preferences and the broader investment universe.
- Build a portfolio which aligns with your goals and preferences and is managed by experienced professionals.
- Maintenance of your investments ongoing as your life and priorities change.
Our tailored and individually managed portfolios include the following investments:
- Direct shares (Australian and international)
- Managed funds
- Exchange Traded Funds (ETFs)
- Exchange Traded Products (ETPs)
- Term deposits
- Managed accounts
- Cash management accounts
- Listed Investment Companies (LICs)
To find out how Pekada’s investment management services can help you achieve your wealth creation goals, book a meeting with us today.
Investment News and Insights
