Preda Wealth was founded to provide a natural fit into what we tried to do for clients in Preda Accounting. Looking after their accounting we wanted to play a critical role in seeing wealth was managed prudently and with the client’s interest at the centre.
Preda Wealth provides quality and tailored strategic advice, free of institutional direction and focussed on client’s outcomes.
We are passionate about helping you. We strive to achieve a deep understanding of you and your objectives. We then partner with you for the long term.
Our valued clients include private individuals, businesses, trusts, partnerships, companies and entrepreneurs. We have the expertise to help guide you through the maze of options and guide you towards financial success.
We are a fee based advisory service. All fees are fully disclosed before any engagement.
The Preda Wealth Team
Senior Wealth Adviser - BEc, BBus, CFP®
M: 0407 077 945
P: 03 8663 5185 F: 03 8663 5199
Senior Wealth Adviser - BSc, CFP®
M: 0403 034 412
P: 03 8663 5191 F: 03 8663 5199
Director & Founder - B Comm (Acc & Fin), CA
M: 0425 769 857
P: 03 8663 5111 F: 03 8663 5199