What’s happening at Pinnacle…

CHRISTMAS OFFICE CLOSURE…

Please be advised that the Pinnacle office will be closed from midday,

Friday 22nd December 2017 and will be back open again on

Wednesday, 3rd January 2018.

 

From all of us at Pinnacle….

Wishing that your Christmas be filled with good cheer and good food,

MERRY CHRISTMAS!

 

Extended Annual Leave

David will be taking some extended annual leave and will be returning to the office on Monday, 15th January 2018.

Merrick is currently visiting his daughter in the UK for Christmas and will be returning to the office on Monday, 8th January 2018.

Selena will also return on Monday, 8th January, but all remaining staff will be back on deck on Wednesday, 3rd January 2018.

 

 

Staff Updates

Best of luck Elaine…

At the end of September we said goodbye to Elaine Sim, who thought it was time to put her degrees to use. Elaine joined Ernst & Young in October as a Consultant in Cyber Security… a completely new adventure for Elaine, but a great challenge for her also. We wish her the best of luck in her new endeavours.

With one door closing, new doors open for Pinnacle’s newest recruits.

 

 

 

Hello Maria…

With Elaine’s departure, we introduced Maria Venus to the Pinnacle family. Maria joined us in mid August as a Client Service Officer to take over from Elaine. Maria’s main role is providing assistance to David Forrest with client reviews and general administration work.

 

 

Welcome back Kelly…

In August, we welcomed back Kelly Collins from maternity leave. Kelly currently works Monday’s and Tuesday’s and will return to three days a week picking up Wednesday’s in mid February. Kelly continues to provide support to David Forrest, but also provides a training role to both Maria and Rosselle—Pinnacle’s newest recruits.

 

 

 

Hello Rosselle…

With Kelly returning part-time and Dylan Thorn jumping back over to his existing role in the para-planning team, we also welcomed Rosselle Munting to the Pinnacle family in September. Rosselle joins us as a Client Relationship Manager to provide additional support to David Forrest and his client administration work.

 

 

 

So as you can see we have had a few changes to David’s support team, but we have no doubt you’ll find both Maria and Rosselle a pleasure to deal with.

“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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