Making your money work for you is the key to growing your wealth. Building a secure future doesn’t happen overnight. It’s about taking a long-term view of where you want to be and taking control of your overall financial planning position.

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 holds an Australian Financial Services Licence issued by the Australian Securities and Investment Commission (ASIC).

PASG financial planners are licensed to provide advice on a wide range of investments.

No matter what stage of your life, PASG like PTA is committed to forging long-term, value-based relationships with its clients.

PASG’s highly experienced and qualified planners provide solutions for the creation and protection of wealth for clients including executives, professionals and business owners, as well as maximising and managing wealth for clients through pre-retirement and retirement.

PASG aim to deliver high quality, tailored wealth management solutions and advice, to help clients meet their financial and lifestyle objectives.

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 phone (02) 4655 7711 or email This email address is being protected from spambots. You need JavaScript enabled to view it.

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?

Our CPA practice uses PTA for the audit of our self managed super funds and we couldn't be happier with the service. The quality of the service and in many cases technical advice is first class. We therefore enthusaistically recommend PTA to our associate accounting firms.

Nicholas Matsis, Partner

NRM Johnson

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