The information contained within this document is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material contained herein at the time of publication, neither the author nor licensee will bear any responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein.
Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein, but instead should satisfy themselves independently of the appropriateness of such action.
“Pinnacle quickly sorted out my finances and chose a balanced portfolio in a fee- and tax-efficient way… As a result of my dealings with [them] I have much more confidence in financial management matters.”
Dr Simon RSoftware Engineer
“Our financial worries have been removed by the advice and consistent follow up that we receive [from Pinnacle Wealth Management]… We trust everything [our advisor] recommends and to this date he has been 100% correct.”
Graeme C Retired Automotive Industry Executive
“My accountant suggested I contact [Pinnacle Wealth Management] for some financial management advice. I was somewhat hesitant initially, but my anxieties were promptly alleviated by the clarity of information received, the focus on my needs, [my Financial Advisor’s] obvious knowledge and passion for the work he does, and the confidence this gave me.”
“Thank you very much for looking after the financial interests of me and my family so well. Thank you also for your professional, kind and prompt service.”
Lothar BRetired business owner
“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."