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The
Pentad
Group
is a boutique financial planning practice. We are independently
owned, and are not aligned to, or bound by the requirements of, any
providers of investments or products we recommend.
Our
sole mission is to help you achieve ’lifestyle through
strategic financial management’.
To
help you achieve this goal, we offer a defined process in which we
identify your lifestyle aspirations, and then develop specific
strategies and investment recommendations tailored to help achieve
those aspirations.
Invariably
your circumstances and needs will change over time. So too will the
legislative landscape as well as economic and investment market
conditions. We therefore also offer to provide you with a highly
personalised review service.
All
Pentad advisers are highly trained and experienced. The size
of our business allows each adviser to develop knowledge in
specialist areas of strategic advice. This means that we are able
to provide personalised advice, where one adviser can call on the
knowledge and experience of another. At times, assistance will be
required from outside specialists (for instance, with complex tax
structures or estate planning). We have identified a number of
organisations suitable for this purpose.
Importantly,
our advisers are backed-up by a dedicated support team. We are
located in the one office, which helps us to achieve our commitment
to providing you with a highly personalised service.
We
believe that achieving your goals and objectives depends on a
number of essential elements, including advice on the following
areas:
- Self-managed
superannuation fund.
The
Pentad Group offers a service designed to deliver the benefits of
having your own self-managed superannuation
fund while guiding you through compliance and reporting
obligations.
- Retirement
and pre-retirement advice,
assisting you to clearly identify and prioritise realistic
objectives, then helping you to identify appropriate
strategies.
- Superannuation
advice,
is to
provide
you with a better understanding of the variety of components and
rules relating to this valuable retirement vehicle.
- Estate
planning advice, is
about making sound and well informed decisions to ensure that your
assets can be professionally managed and effectively distributed
according to your wishes.
- Investment
advice.Pentad
provides a comprehensive range of services to meet your individual
needs. Our investment recommendations consider a variety of factors
such as your attitude to risk, short term and long term goals and
the economic climate.
- Wealth
protection & personal risk advice, to
protect you and your family from financial hardship in the event of
unforeseen disability or death.
- Financial
risk tolerance profiling is
an important part of our planning process for which we employ a
highly developed profiling system.
- Tax-effective
strategies, to
enhance your wealth creation.
- An
ongoing review service through
which we will identify any changes in your personal and financial
situation, and prepare appropriate recommendations.
We are
committed to building an enduring relationship with our clients
based on integrity, service and reliability. We look forward to
establishing just such a relationship with you.
Contact
us today on (03) 9813-0133 to find out more about
Pentad's Services and how Pentad can help you achieve your
financial goals.
Please
click on the links below for further information:
♦ Financial Services Guide
Parts 1-3 -
information regarding our advice.
♦ Financial Services Guide
Part 4 -information
regarding our fees.
♦ Privacy
Statement
Click here
to
learn about our advisers.
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