Pinnacle Tax & Accounting together with in-house Pinnacle Advisory Services Group [“PASG”] can help you review your personal, business and investment strategy to help you achieve your financial and wealth creation goals.
PTA and PASG will asses such factors as:
- Cash flow - personal, business, investment
- Finance arrangements
- Expenses including tax and assess the various tax minimisation strategies available.
- Current insurances. The recent bush fire tragedy events highlights the importance of reviewing all aspects of insurance, be it personal (your life and your income) or general (home or car).
- Superannuation. Take the opportunity to review your current superannuation arrangements and ensure that your biggest asset outside of your family home is being professionally managed to ensure you meet your financial and lifestyle objectives.
- Investments, share portfolios – look for opportunities to trade off current market conditions.
For more information about PTA review service or to make an appointment contact us or call (02) 4655 7711.