Financial Planning

Wealth Creation

Our qualified financial planners can help with wealth creation via investment strategies, re-invest distributions, regular saving plans, gearing, salary packaging, tax effective investments, debt management and assistance with buying and selling shares.

Retirement Planning

We can offer advice on a range of different solutions to help you achieve your goals in retirement. We can help determine how much you will require to meet your goals and how you can get there. We provide expert guidance on a range of financial services that includes retirement projections and modelling, investment recommendations, Centrelink advice and estate planning. We can establish a plan for you that considers the most tax-effective methods of ownership and investment moving into your retirement.

Protection

We evaluate your needs with regard to risk and formulate a risk management strategy to ensure you are adequately covered via life, total and permanent disability, trauma and/or income protection insurance.

We have a qualified risk insurance adviser that can assess your personal situation and recommend policies that best suit your needs. We can also review any current policies you may have to ensure they continue to provide an adequate level of cover.
Centrelink Entitlements

At Pinnacle Financial Planning, we can help you to evaluate the criteria for eligibility, and help you access or improve your entitlements.