We all dream of financial freedom once we retire, but in order to achieve this, you need to put a plan in place now in order to reach your chosen goals.

Pinnacle Tax & Accounting [“PTA”] can refer you to our in-house experienced licensed financial planners of Pinnacle Advisory Services Group [“PASG”] AFSL 234665 who can provide you with valuable advisory services based on your financial and lifestyle needs.

By understanding your total needs and circumstances, PASG can help you to define your desired future lifestyle, and recommend a financial plan that will provide clear direction and help to achieve your lifestyle goals.

PTA affiliation with PASG means that we have a team of qualified financial planners to work closely with you and your PTA representative. This alliance allows your financial planning needs to be addressed, whilst ensuring that all taxation implications that may arise are effectively and efficiently examined. Together, we are able to provide expert advice and assistance with following financial services:

• Wealth creation and financial strategies
• Portfolio investment management review
• All aspects of superannuation advice and investment including self managed superannuation funds
• Taxation advice
• Tax minimisation and gearing
• Pre-retirement and retirement planning
• Direct and indirect investments
• Risk management
• Estate planning
• Asset protection
• Salary packaging
• Redundancy strategies

Full details of PASG, advisers and their services will be provided on application when a full Financial Services Guide will be supplied.

For more information or to make an appointment contact us or call (02) 4655 7711.

Let Pinnacle Tax & Accounting take care of your Financial Planning needs...

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