Real Financial Planning

Pekada is a privately owned financial planning firm based in Melbourne, serving clients across Australia.

With our own Australian Financial Services Licence (AFS Licence No. 500551), we’re free to focus on what matters most: providing advice and solutions that are truly in your best interest.

While many people think financial planning is all about growing wealth, we see it differently. To us, great financial advice is about empowering you to live a rich life—not just in terms of money, but in the experiences, opportunities, and security it can provide.

It’s not about the dollars; it’s about what those dollars can do for you.

 

Financial Planning Services

At Pekada, Financial Planning is About You

We’re here to help you gain the clarity, confidence, and resources you need to live a life free of financial stress. Our financial planners work alongside you to find the right balance—building security for the future while enjoying a lifestyle you love today.

No cookie-cutter solutions here. Your financial advice should be as unique as your goals. That’s why we provide simple, tailored guidance shaped around what truly matters to you.

It all starts with a discovery chat. During this meeting, we’ll get to know you, understand where you stand financially, and explore where you want to go. From there, we’ll craft a plan that’s designed to fit your life—not the other way around.

Ready to take the first step? Book a meeting and let’s start planning your financial independence together.

Services

Reversionary death benefit nomination vs Binding death benefit nomination

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November 2024 Economic & Market Review – Rallying Sharemarket, Rising Bitcoin and a Strengthening US Dollar

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Podcasts
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