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PERSONAL FINANCIAL PLANNING ADVICE

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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

 * SMSF
 * Investment Management
 * Retirement Planning
 * Superannuation
 * Cashflow & Budgeting
 * Insurances
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 * Estate Planning

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 * DOCKLANDS, MELBOURNE
   
   SUITE 317/838 COLLINS STREET,
   DOCKLANDS VIC 3008

 * About
   * What we do
   * Who we help
   * Clients
 * Pekada Team
 * Services
   * Our Process
   * Our Fees
   * Our Expertise
   * Resources
 * Insights
   * News
   * Podcasts
 * Contact Us
   * Get in touch
   * Maps
   * Contact form
 * Client Login

Wealth Collective trading as Pekada (ABN 95 624 612 684), corporate authorised
representative (CAR), number 1263725, is authorised to provide financial
services on behalf of Communitas Wealth Pty Ltd.

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 Communitas. You may not alter or modify this information in any way,
including the removal of this copyright notice.

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