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 The Pinnacle Advisory Services Group ["PASG"] Corporate Authorised Representative of Charter Financial Planning AFSL Licence No. 234665

The Pinnacle Advisory Services Group ["PASG"] works in-house with Pinnacle Tax & Accounting ["PTA"]. PASG is a member of the Financial Planning Association of Australia and is a Corporate Authorised Representative of Charter Financial Planning, Australian Financial Services Licence holder issued by the Australian Securities and Investment Commission (ASIC).

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.

Find more information about:

Superannuation Self Managed Super Fund Taxation Audit Finance Accounting Tax Planning Tax Structure Net Worth Personal Cashflow Wealth Creation Business Finance Estate Planning Retirement Financial Statement Management Reporting Business Budgeting Investment Advice Insurances Life Insurance Margin Lending Property
super2

Self Managed Super Fund Audits from $550 (inc GST)

Craig and the team at Pinnacle Tax & Accounting begun doing my personal finance, tax, and financial planning services over 7 years ago. This has since developed into PTA managing the finances for my business and personal financial endeavours. Pinnacle Tax & Accounting epitomise, traditional values, impeccable customer service, and always present things in a way that it easy to understand. With Craig and the team, you always know where you stand, and can rest assured that they will always be serving in your best interest and finding the best way to manage your business and personal finances. The sheer depth of knowledge, education, and currency with Craig and the team is something that stands out for me. They are up to date with the latest cloud accounting practices, they provide phenomenal advice, support and guidance every step of the way, from the establishment of my trust, my business and accounting system, PTA was there for me all the way. I couldn't recommend a more competent, responsive and friendly accounting and financial serves firm than PTA Group.

Kevin Spiteri - Managing Director

Menace Group

Contact us