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Who We Are
Pekada is a team of experienced and passionate financial planners dedicated to guiding individuals and families throughout Australia on their financial journey. Based in the vibrant heart of Docklands, Melbourne, we are a boutique financial planning practice committed to delivering personalized, tailor-made strategies that empower you to achieve your financial aspirations and live a life of purpose.
Our Philosophy
Financial planning is not just about accumulating wealth. It's about proactively guiding individuals towards financial security, freedom, and a life filled with meaning and purpose. We believe in empowering our clients to take control of their financial lives and achieve a balanced approach to wealth creation and management.
What We Offer
Our comprehensive range of services covers every aspect of your financial life, including:
- Investment Management: Optimize your wealth growth through tailored portfolio management.
- Retirement Planning: Secure your financial future with strategies for superannuation and retirement planning.
- Superannuation: Maximise your superannuation contributions and ensure you receive the best possible outcomes.
- Cashflow & Budgeting: Develop a clear and achievable plan to manage your income and expenses.
- Insurances: Tailor your insurance coverage to your unique needs and circumstances.
- Borrowing & Investing: Explore options for responsible borrowing and strategic investing.
- Estate Planning: Ensure the proper distribution of your assets after your death.
Our Process
We believe in an open and collaborative approach to financial planning. Our process starts with a detailed discovery session, where we get to know you, your financial situation, and your dreams for the future. We then work with you to create a personalized plan that aligns with your unique goals and aspirations.
Our Expertise
Our team of experienced and qualified financial planners possess extensive knowledge and expertise in:
- Financial planning principles
- Investment analysis and management
- Superannuation legislation and strategies
- Risk management and insurance planning
- Estate planning and taxation implications
Our Commitment
Pekada is committed to providing:
- Transparency: We believe in open communication and clear explanations.
- Accessibility: We make financial planning achievable by offering flexible appointment times and online resources.
- Empowerment: We empower our clients with the knowledge and tools they need to make informed financial decisions.
Overall Experience
The reviewers have shared their extremely positive experiences with Pekada, a financial planning company. Five reviewers have given 5-star ratings, praising the company's professional and integrity-driven service.
Services and Advice
The reviewers have highlighted the excellent service and financial advice provided by the team at Pekada. They appreciated the company's ability to provide clear explanations, help with financial planning, and offer seminars and workshops to educate clients.
Specific Mentions
Some reviewers have specifically mentioned their positive experiences with particular advisors, including Pete Pennicott, Zak Masters, and Peter. These advisors were described as professional, helpful, and knowledgeable.
Seminars and Communication
One reviewer, Joseph Robinson, mentioned the value he gained from the seminars held by Pekada, which he found helpful and engaging. He also appreciated the company's communication style, particularly on social media.
Personal Insurances
Two reviewers, Joshua Giuliani and Stephanie Hope, specifically praised the advice and service they received regarding personal insurances.
Consolidation of Funds
One reviewer, Peter Maffescioni, mentioned that Pekada helped him consolidate his scattered Super funds, which improved his overall financial situation.
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