Accounting Solutions…. under the same roof!

You may have noticed a few changes at 309 Angas Street since January this year, with the presence of Pinnacle Accounting Solutions two offices joining forces and coming as one ‘under the same roof’!

Over the years, the reception desk has been a revolving door. You never knew if you were  going to be greeted by someone or not—thankfully when you arrive you will now be greeted by Lisa Mills.

The humble beginnings of Pinnacle Accounting Solutions has evolved since September 2012, with Gary Matheson founding Principal setting up the accounting division within Pinnacle with the aid of business Partners, Chris Launer and Merrick Shipp.

A long associated friendship and business relationship between Chris Launer and Mark and Paul Furler from Furler Taxation & Financial Services saw the budding  ‘Accounting’ business merger unfold with Pinnacle Accounting Solutions in July 2019.

The working relationship between Pinnacle Wealth Management and Pinnacle Accounting Solutions has proven a successful mix with the benefits of providing a ‘one stop shop’ for financial services and taxation advice—now under the same roof!

We are thrilled to have the existing ‘Furler business’ and team relocate from Clarence Park and form part of the Pinnacle family. The increase in staff moving around the office certainly creates great energy and provides a harmonious working environment.

If you are seeking a new Accounting relationship, then we would be more then comfortable to refer you onto either Gary Matheson, Mark Furler or Paul Furler.

 

Key specialists in the areas of:

  • Individual & Business Taxation Advice
  • Taxation returns, BAS returns, PAYG returns, ATO debt management
  • Bookkeeping services
  • CPA accounting services
  • Strategic business planning
  • Self-managed super funds
  • Strategic retirement planning

 

For further information and to learn who Pinnacle Accounting Solutions are and their team—please click here to visit their website…

 

Pinnacle Accounting Solutions

 

“Pinnacle always provides an excellent service. [My Advisor] has provided outstanding support to my two daughters and I since the death of my husband in August 2020. I would be happy to recommend this service to others.”
Margaret NRetired
“The Pinnacle team has guided the management of our financial circumstances for over 20 years, successfully navigating at least 3 significant economic cycles. Services have been rendered with total integrity and focus on our personal aspirations. During this time we have greatly appreciated the extension of PWM resources to assist a number of family members responding to particular situations along their personal lives' journeys.
Trevor & Carolyn CConsultants
“Pinnacle Wealth Management, who most importantly created a sound financial future for our comfortable retirement, go way beyond being a financial advisor, providing support to us and our children, as their needs have changed, at a strongly personable level. Their client focus is exemplary.”
Barry TRetired Accountant
“We have been Pinnacle clients for many years and have always found their advice to be considered relevant. The administration team is professional, courteous and timely. No hesitation in recommending the Pinnacle Team.”
Damien WRetired Head of Commercial Banking
“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 HCommunications Consultant
 “We are long term friends of [Pinnacle Wealth Management] having been clients since its inception. We have appreciated the professional advice and also the care and friendliness of [our advisor] and staff."
Ian WRetired
"We have been clients at [Pinnacle Wealth Management] for about 20 years. It has been a very enjoyable and profitable time for us. We have been safely steered through the GFC, both our retirements and various other major events that have shaped the nature of financial planning in our world. Through the entire time we have been delighted with the care and careful management of our funds through the leadership of [our now retired advisor] and the friendly and efficient support of all the ancillary staff. He has become a personal friend as well as the person whom we trust implicitly to handle our portfolio and to give us sage and pertinent advice on many areas of our concern. We will miss his presence but we are sure that he has chosen well with [our new advisor], and we look forward to forging a similar relationship with him.'"
Ray & Lyn HRetired
"We have been clients of [Pinnacle Wealth Management] since the inception of the business, about 20 years ago. Overall, we have been very pleased with the long-term handling of our financial affairs, the financial strategy implemented and the regular reviews to make sure we remain on track to achieve our goals. This includes regular informative communications. It has been great to receive sound advice and personalised service, tailored to our needs, covering many different tasks. When an emergency occurred, the excellent and swift service we received from the staff [at Pinnacle] was greatly appreciated. We wholeheartedly recommend [Pinnacle Wealth Management] as a Financial Adviser."
Kelvin & Melanie TConsultant
"My association with [my advisor] began many years ago, with a requirement to diversify my portfolio from bricks and mortar to Australian and International equities. At that time [my advisor] worked for another financial services business. I had no hesitation in following [my advisor] to Pinnacle. [My advisor] has the qualifications, but it is his experience and guidance that have been the founding safeguard for my family and I throughout the varying market conditions. [My advisors] expertise and guidance throughout the years has provided us in achieving our goals along with our family needs. His innovation and tailored strategies have kept us on track in reaching our desired endgame.
Tony SMaintenance
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Pinnacle Wealth Management Advisors are Authorised Representatives of
Pinnacle Dealer Services Pty Ltd, ABN 53 630 368 302, AFS Licence number 513743.

© 2024 Pinnacle Wealth Management
Website & Commercial Photography by Drawcard
Words by Jacqui