Pridham Capital
My goal is to help you take charge of your financial security in language you can understand. I provide a range of services to help you achieve your financial goals whether you’re starting out, getting closer to retirement or are now retired. I offer an on-going partnership with you to make a difference. Please refer to Client Testimonials at the bottom of this web page.
Financial Planning
We like to provide financial advice that’s tailored to your needs and what you want out of life. We’ll take the time to understand where you want to go and give you the options to get there.
Superannuation
For many Australians, Superannuation will be their largest investment asset by the time they near retirement. I help clients plan for their retirement by optimising their superannuation investments to suit their goals and make sure their super is working hard for their future.
Investment Management
Regular Investing has always been a prudent strategy to help you achieve your financial goals. At Pridham Capital, I take the time to assess your goals and risk profile to design a portfolio to suit your stage in life. I also offer a regular Review and Management service to make sure that you get the best out of your investments.
Insurance
Protecting your most valuable assets – your life and your ability to earn income. With the right level of insurance in place, you can have peace of mind if something were to go wrong.
We can help you protect your future by proving advice on:
- Life insurance
- Total and Permanent Disablement Cover
- Trauma (crisis cover)
- Income Protection
Roger Pridham
I provide investment advice to individuals, super funds and non-for-profit organisations. My specialization is building tailored investment portfolios to suit your situation. I’ve been a financial planner and investment adviser for 27 years.
Get to know us
Services
Investment Planning Strategies
Helping plan your future with investment solutions based on the outcome you would like to achieve.
Share Investments
Personalised advice to build a long-term investment portfolio for your future wealth creation.
Superannuation
I can help you take control of your super by providing advice to optimise your retirement choices whether it’s a self-managed superfund or not.
Managing and Reviewing your Investment Portfolio
Informed and tailored advice to help you manage your portfolio for optimum wealth creation and capital security.
Fixed Interest and Enhanced Yield Investments
I offer professional advice on fixed income investments.
Retirement Advice
Advising on the most suitable investment and income strategies to suit your retirement goals.
Administration Services
I can take care of all the paperwork including liaising with your nominated tax accountant.
End of Year Tax Planning
Manage your tax liabilities using strategies designed to ensure you or your business are in good tax health.
Opening Hours
Monday
9:00am - 5:00pm
Tuesday
9:00am - 5:00pm
Wednesday
9:00am - 5:00pm
Thursday
9:00am - 5:00pm
Friday
9:00am - 5:00pm
Saturday
Closed
Sunday
Closed
Quick Links
Contact
50 King William Road Goodwood SA 5034
PO Box 6276 Halifax Street SA 5000
Follow Us
Licensed by PGW Financial Services Pty Ltd ABN 15123835441
Australian Financial Services Licence No. 384713