Since the early days of Pinnacle Wealth Management, our client base has steadily grown, mainly by word of mouth. Client advocacy and referrals have consistently supported our expansion. So it’s hardly surprising that we’re spoilt for choice when it comes to testimonials. You can read what our clients say about us by scrolling through the comments below and, for a more indepth insight into the outcomes we achieve for clients, click on our case studies here.

“Pinnacle quickly sorted out my finances and chose a balanced portfolio in a fee- and tax-efficient way… As a result of my dealings with [them] I have much more confidence in financial management matters.”

Dr. Simon R, Software Engineer

 

“Our financial worries have been removed by the advice and consistent follow up that we receive [from Pinnacle Wealth Management]… We trust everything [our advisor] recommends and to this date he has been 100% correct.”

Graeme C, retired Automotive Industry Executive

 

“My accountant suggested I contact [Pinnacle Wealth Management] for some financial management advice. I was somewhat hesitant initially, but my anxieties were promptly alleviated by the clarity of information received, the focus on my needs, [my Financial Advisor’s] obvious knowledge and passion for the work he does, and the confidence this gave me.”

Naomi G, Psychologist

 

“Thank you very much for looking after the financial interests of me and my family so well.  Thank you also for your professional, kind and prompt service.”

Lothar B, retired business owner

 

“A friend recommended Pinnacle Wealth Management to me, having worked with them on his mother’s behalf for many years. I’m so grateful to him – my Financial Advisor is brilliant, totally approachable, not as I’d imagined! I now have much greater clarity about financial management and greater peace of mind. For my money, they’re the best financial planners in Adelaide.”

Jackie H, Communications Consultant

 

“[Pinnacle Wealth Management] is indispensable to my financial planning and day-to-day financial/life management. [My Financial Advisor] knows I have high expectations. His and Pinnacle’s response has been to continually exceed them… I would recommend  the Pinnacle team to almost anyone – anyone, that is, who is really serious about knocking their financial management and future life planning into shape.”

Adrian D, Industrial Relations Consultant