Investing is a powerful way to grow your wealth, however, most people find matters concerning their financial affairs and investments confusing. As a consequence tend to neglect or delay making effective plans for their future. Pinnacle Tax & Accounting together with in-house Pinnacle Advisory Services Group [“PASG”] will help you put the puzzle together, piece by piece, to enable you and your family to achieve your taxation, superannuation, wealth creation and end financial freedom goals.

PTA & PASG will provide following investment advice services:

  • Investment & wealth creation strategies
  • Superannuation & pre-retirement
  • Portfolio management
  • Tax minimisation
  • Retirement solutions
  • Mortgage & finance solutions
  • Investment options
  • Cash flow analysis
  • Insurance solutions including life, disability, trauma
  • Personal Wills & Estate planning

When you develop and implement your financial plan with us you will benefit from sound advice, prudent investment management and ongoing personal service.

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
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Did you know changes to the Superannuation Industry Supervision (SIS) Act now enable you to use your superannuation to borrow and invest directly in property?

As a new business we really appreciate that Craig & Peter have taken the time to get to know us and understand our business. What we do and how we do it! They’ve shown us how to look at our business and plan for growth and success.

PTA has proven themselves as a valuable asset, their response to our inquiries is always prompt and we get the information we need.

We highly recommend PTA

Andrew & Donna

The Gloss Factory

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