Pekada

Pekada

Financial-Services

Docklands, Victoria
Australia
Company Tagline

Pekada is a bespoke financial advise firm specialising in SMSF advice, investment and portfolio administration.

Industry Category
Financial-Services
Company Description

Pekada is a leading financial services firm dedicated to providing bespoke financial advice and comprehensive investment and portfolio administration. Located in Docklands, Victoria, at 317/838 Collins St, Pekada is committed to delivering personalized service to individuals, families, and business owners, ensuring increased comfort, security, and ease in managing their financial futures. Pekada aims to set a new benchmark in the financial planning industry by prioritizing what clients want and need.

With a strong foundation built on collective experience and a passion for excellence, Pekada specializes in a range of services, including intergenerational wealth transfer, investment advice, wealth protection, business succession, insurance, wealth creation, cash flow management, and Self-Managed Superannuation Funds (SMSF). Pekada's approach focuses on understanding each client's unique circumstances and tailoring financial strategies to meet their specific goals.

Pekada's commitment to innovation and client satisfaction positions it as a trusted partner in achieving long-term financial success. Pekada continues to expand its services and enhance its capabilities to serve a growing clientele. We invite the manager of Pekada to create a customized and exclusive company showcase and product listing on our platform to further amplify your reach and connect with new clients.

Pekada est une entreprise de services financiers de premier plan dédiée à fournir des conseils financiers sur mesure et une administration complète des investissements et des portefeuilles. Située à Docklands, Victoria, au 317/838 Collins St, Pekada s'engage à fournir un service personnalisé aux particuliers, aux familles et aux chefs d'entreprise, en assurant un confort, une sécurité et une facilité accrus dans la gestion de leur avenir financier. Pekada vise à établir une nouvelle référence dans le secteur de la planification financière en donnant la priorité à ce que les clients veulent et dont ils ont besoin.

Forte d'une base solide construite sur une expérience collective et une passion pour l'excellence, Pekada se spécialise dans une gamme de services, notamment le transfert intergénérationnel de patrimoine, les conseils en investissement, la protection du patrimoine, la succession d'entreprises, l'assurance, la création de patrimoine, la gestion des flux de trésorerie et les fonds de pension autogérés (SMSF). L'approche de Pekada consiste à comprendre la situation unique de chaque client et à adapter les stratégies financières à ses objectifs spécifiques.

L'engagement de Pekada en faveur de l'innovation et de la satisfaction de ses clients en fait un partenaire de confiance pour la réalisation d'une réussite financière à long terme. Pekada continue de développer ses services et d'améliorer ses capacités afin de servir une clientèle croissante. Nous invitons le responsable de Pekada à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'amplifier davantage votre portée et d'entrer en contact avec de nouveaux clients.

Key Personnel / Employees
Rhiannon Kanoniuk Pete Pennicott Mardy Lim

Compare Companies Side by Side

Compare Pekada with 3 companies in Financial-Services

4 Companies
Comparison Field
Pekada
Pekada
Main Company
SAT Home Loan Pty Ltd
SAT Home Loan Pty Lt...
View Profile
BG Private (formerly Banks Group)
BG Private (formerly...
View Profile
PAC Financial
PAC Financial
View Profile
Founded Year
2015 1978 2014
Company Size
2-10 51-200 11-50
City
Docklands, Victoria Parramatta, New South Wales Hawthorn, VIC
Country
Australia Australia
Skills & Keywords Comparing with main company
12 Total Skills
Financial Advice Investment Management Wealth Protection SMSF Superannuation Financial Planning Business Succession Intergenerational wealth transfer Investment advice Insurance Wealth Creation Cashflow management
9 Total 9 Unique
Unique Skills:
Budgeting Debt Reduction Estate Planning Holistic Advice Investments Mortgage +3
14 Total 14 Unique
Unique Skills:
Accounting Audit & Assurance Bookkeeping Business advisory Business Services Corporate Advisory +8
20 Total 20 Unique
Unique Skills:
Aged Care Asset Ownership Budgeting Cashflow Management Debt Reduction Downsizing +14
4
Total Companies
1978
Oldest Founded
1
Countries
52
Unique Skills

Similar Companies

Other organizations in the same industry

Agah Group
Financial-Services

Iran Capital Market, Asset Management, Alternative Investmet, PE, VC, Startups

Tehran, Tehran
Iran
SigloyLand
Financial-Services

Shiraz University's Financial Markets Startup.

vitrincard
Financial-Services

Buy and sell digital currency without restrictions in a secure platform

CapitalSource
Financial-Services

CapitalSource is now Pacific Western Bank. Please follow us there for the latest news and updates! h...

Beverly Hills, CA
United States

Alternative Company Names

This company is also known as

Pekada 佩卡达 पेकाडा بيكادا Пекада