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Our goal is to integrate taxation, insurance & investment advice into
a comprehensive plan that helps you or your business maximize your assets to strategically reach your goals.
As your financial advisers, Pelican Wealth prepare personalised financial plans,
detailing your current position and recommended solutions to create, accumulate and protect your wealth.
Insurance
Making insurance cover simple, straightforward and cost effective.
Pelican Wealth takes the hassle out of navigating the right level of cover you require, giving peace of mind. Life can be unexpected, so we'll put measures in place to protect your income, your family, your business assets and revenue.
We help you create a safe harbour for your business and wealth to thrive.
Investing
Navigating market changes can be challenging for any business. Our goal is to help you identify opportunities at any stage of your financial life cycle, ensuring you continue to meet your business needs in complex market environments. From startup through to expansion, tax advisory to accounting, we can provide a multidisciplinary approach to managing the entirety of your affairs.
Retirement Planning
Preparation of a clear and concise Will that sets out your wishes is the foundation of proper Estate Planning. In order to minimize disputes and the risk of complicated and costly litigation, we provide practical advice on the terms of your Will and with respect to estate administration, obtaining Grants of Probate and Letters of Administration. We ensure your welfare and legal affairs are managed in your best interests.
Debt Strategies
For more than 30 years, we’ve been providing clear-thinking, powerful business strategies and profitable advice to our clients. Companies use debt to optimise their ability to grow. Individuals often look to their home as the key investment asset throughout their lives and at least initially, it is often highly leveraged. Using debt for investment purposes can create additional risk but where that risk is properly managed, leveraged investment strategies are an opportunity to build wealth and in a tax effective manner. Come and talk to Pelican Wealth today about how to use debt within your comfort levels to build wealth.
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We Look Forward To Working With You
Your journey is unique, and we know there's no one-size-fits-all solution. So we take the time to get to know you, and your business. And then we'll make it simpler for you to achieve your goals, with streamlined strategies to accumulate and protect your wealth.
Free Review Of Your Current State Of Affairs
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