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 link below for further information:

♦ Financial Services Guide - information regarding our advice, fees and your privacy

Click here to learn about our advisers.