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Start Here: Choose your Age Group and Life Stage below












Better Cash Flow Management and Debt Reduction

Video: - People encounter Debt Repayment Problems after Christmas Spending













In your 30's or 40's and Wanting greater control of your Superannuation




In your 50's and wanting to better Plan for Retirement




Any age and have heard about Self Managed Superannuation (SMSF)




Wanting to safeguard your Family's Assets




Risk Management - What happens in the Event of Terminal Illness?

Video-Terminal Illness


You are an Employer and want to know your options the Federal Government's Employer Superannuation Obligations




Wanting to manage a Share or Managed Fund Investment for Performance and Safety
















Your 30's or 40's Risk Management, Wealth Protection

Video: - Mans family encounters problems after workplace Death













Video: - Dental nurse discovers surprise when she approaches her super fund to claim insurance










 

Pelican Private Weath Pty Ltd specialises in: Cashflow Management, Loan Analysis and Management, Investment Planning, Retirement Planning and Life Risk Management. The Principal, Andrew Adler has over 17 years experience in Financial Services and specialises in strategies for working families and employers.

Common challenges such as Cash Flow Management, Wealth Sustainability and Enhancement, Retirement Planning and Protection of your Family's Assets can be solved by a myriad of financial products and services. However matching the right one to the right circumstance can be complex and require investment and financial services industry expertise. To help you navigate through the maze, and to obtain strategies and combinations of services to suit your individual situation we have developed expert tailored advice to suit your individual personal circumstances. As licenced Financial Planners, we are able to deliver proper, professional advice, whether you are: