“[Pinnacle Wealth Management] always provides an excellent service. [My adviser] 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.”
“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]."
Kelvin & Melanie T Consultant in Project Collaboration, Economic, Community & Education Development
“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 adviser] and staff.
“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 [Pinnacle Wealth Management] resources to assist a number of family members responding to particular situations along their personal lives’ journeys."
Trevor & Carol IConsultants
“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
“[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."
"We have been Pinnacle clients for many years and have always found their advice to be considered and relevant. The administration team is professional, courteous and timely. No hesitation in recommending the Pinnacle Team"
Damien WRetired Head of Commercial Banking
"[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 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 adviser] and the friendly and efficient support of all the ancillary staff. [Our adviser} 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 adviser], and we look forward to forging a similar relationship with him."
Ray & Lyn HRetired
“My association with [my Adviser] began quite some years ago, initially through a different company and then [Pinnacle Wealth Management]... it was driven by a need to diversify from “bricks and mortar” by growing my Plan with Australian and international equities. This wealth creation plan was created to see myself and our family, through time, to a self-retiree status.
[My Adviser] has the qualifications, but his experience and guidance have been the founding safeguard for us throughout the varying market conditions. His expertise throughout these years has helped us in achieving our goals along with our family needs. [My Adviser] has provided the innovative and tailored strategy to achieve what is our endgame”