Results of an independent survey
In a recent independent client survey* of 200 financial planning practices, Pinnacle Wealth Management surpassed all industry benchmarks with an overall ‘outstanding’ rating. Of the 450 Pinnacle clients who were asked to participate, an astonishing 144 (32%) responded. This high response rate, in itself, testifies to the extraordinary client loyalty Pinnacle Wealth Management enjoys as one of Australia’s top financial planners. Here are some of the most significant findings:
56% of Pinnacle clients rated their satisfaction with the financial plan recommended by their Financial Advisor at ‘9′ or ’10’ out of 10 versus 37% for the industry standard.
In response to the question ‘How well did your financial practice respond to the GFC?’, an additional 14% of clients felt that Pinnacle had responded ‘very well or exceptionally well’ compared to the industry standard.
Pinnacle Financial Advisors were rated ‘outstanding’ for ‘understanding clients’ needs’, ‘keeping clients informed’ and ‘giving clients confidence.’