PREDA WEALTH
When you’re thinking about long-term financial goals, you need people you can trust from the beginning.
At Preda, we take the time to understand where you’re headed in business and in life
– and then we tailor a financial strategy which will help you get there. As you grow, we’ll be by your side with advice that meets your objectives and your tolerance for risk.
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Preda Wealth Services
Strategic Financial Advice
Whether starting out or restructuring, we’ll help you reach your goals.
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Tailored Wealth Management
We provide ongoing monitoring and feedback of your financial performance.
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Superannuation & Self-Managed Super
We can help with everything from setting up funds to auditing and compliance.
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Retirement Planning
Putting strategies in place to increase your wealth for a comfortable future.
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Wealth Protection – Business & Personal
Our holistic approach means we can consider your work and life finances.
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Preda Wealth News
wealth news
Order of Returns Matter
“In theory, there is no difference between theory and practice. But in practice, there is.” Benjamin Brewster In the subject…
wealth news
Teams require variety; so does your portfolio.
If you are into team sports, you know that a great team requires a diverse range of talents and skills…
wealth news
2018-19 saw a rough ride for investors but it turned out okay
Introduction The past financial year saw a roller coaster ride for investors. Share markets plunged into Christmas only to rebound…
YOUR PARTNERS IN WEALTH
Preda’s advisory team is here to help with simple questions, complex strategies and everything in between.
We balance our expertise with empathy. That’s why we are a trusted advisor – because we truly listen. We believe that only by understanding the individual circumstances of our clients can we give the right advice.