Investing
We take a hands on approach to investing and can tailor a portfolio of direct investments for you. Whether your looking for income or growth or both we can handle it. We have access to shares both here in Australia and overseas, fixed interest securities both here and overseas, unlisted property trusts, managed funds, ETF’s.
Superannuation Strategies
Superannuation is for many of us the most effective tax structure available to us. Medium to high income earners should understand its power and low income earners should understand when and how to access superannuation opportunities. Super is often maligned due to its preserved nature and also because the rulebook seems to be an ever changing one but at Pelican Wealth we are strong believers in the place of superannuation in the financial lives of everyday Australians. Come and talk to us about the strengths and pitfalls of super and how we can design a superannuation strategy to improve your tax position in the short term and build wealth more effectively for you in the long term.
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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.
