Pekada
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Pekada
Category: Investment Services
- Phone
- 1300 735 232
- Email business
- Website
- www.pekada.com.au
- Address
- Suite 317, 838 Collins Street, Docklands VIC, 3008
Insurance
Financial Planner
Superannuation
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Pekada is a bespoke financial planning business specialising in SMSF advice, investment and portfolio administration. The gravitational pull of a like-minded vision drew us together at our former roles in a large banking group. We began to experience the downside of scale, and an ability to be agile enough to deliver on clients changing needs. Our firms legacy begins with Ward Financial Group, a specialist SMSF Financial Planning business which was widely recognised as a premier practice in Australia winning several awards including IFA 2007 National Financial Planning Practice of the Year. In 2013 we combined our collective private practices with Ward, and Pekada was formed. Pekada brings together our scale, collective experience, passions and strengths which provide us the ability to deliver a personalised service to individuals, families, and business owners. We aim to set a new benchmark in providing increased comfort, security and ease of doing business with. The Pekada difference is that we want what you want.
- Description
Business profile
Pekada is a bespoke financial planning business specialising in SMSF advice, investment and portfolio administration. The gravitational pull of a like-minded vision drew us together at our former roles in a large banking group. We began to experience the downside of scale, and an ability to be agile enough to deliver on clients changing needs. Our firms legacy begins with Ward Financial Group, a specialist SMSF Financial Planning business which was widely recognised as a premier practice in Australia winning several awards including IFA 2007 National Financial Planning Practice of the Year. In 2013 we combined our collective private practices with Ward, and Pekada was formed. Pekada brings together our scale, collective experience, passions and strengths which provide us the ability to deliver a personalised service to individuals, families, and business owners. We aim to set a new benchmark in providing increased comfort, security and ease of doing business with. The Pekada difference is that we want what you want.
Pekada's Keywords
Insurance | Financial Planner | Superannuation | Investments | Estate Planning | Income Protection | Risk Insurance | Smsf | Self Managed Super Fund | Shares | Portfolio | Business Succession Planning | Portfolio Administration | Sharemarket
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