Pinnacle Wealth Management Services
Integrated advice yields superior outcomes. At Pinnacle, our advisers approach your needs from a broad prospective to provide you with a total financial solution. Objectivity and transparency guide our service offering, with emphasis on providing advisory support in the following planning disciplines:-
Retirement Planning
- Retirement Planning
- Superannuation Advice
- Self Managed Super Funds
- Super Pensions
- Transition to Retirement Pensions
- Cash Flow Planning
- Centrelink Advice
Investment Advice
- Direct Shares
- Managed Funds
- Administration Platforms
- Consolidation Strategies
- Independent Investment Research
- Alternative Investments
Strategic Advice
- Asset Ownership Structure (Company / Trust / Individual)
- Risk Profiling and Review
- Gearing
- Tax Planning
- Debt Management
- Remuneration Packages
Business Advice (in conjunction with Tax Advisers)
- Buy/Sell Agreements
- Funding Structures
- Small Business Rollover Strategies
Personal Protection
- Life
- Total and Permanent Disability
- Income Protection
- Trauma
- Business Expense and Key Man
- Super vs. Stand alone covers
Estate Planning (in conjunction with Legal Specialists)
- Wills
- Enduring Powers of Attorney
- Enduring Powers of Guardianship
- Testamentary Trusts
- Inheritance Advice
Business and Corporate Super
- Benefit Design
- Investment Options
- Member Education and Reporting
Our leading edge service offering is enhanced by well-established relationships with third party specialists, including Accountants, Private Banks, Stockbrokers, Research Houses, and Legal Teams.