Financial Planning

Grow your wealth and protect your assets with sound financial planning

The need for quality financial planning and advice has never been greater. Financial markets are continually evolving, making investing more and more complex. There are now more choices, leaving us overwhelmed. And there is now more risk via a volatile global economy.

With a desire to provide our clients with sound financial planning, we searched for the very best financial planners across Sydney. Available in both our Sydney CBD and Penrith offices, our two financial planners specialise in insurance, investment management, retirement planning and superannuation.

Why choose financial planning with Pinnacle?

Financial planning and accounting are closely linked. They both involve developing a strategy tailored to your specific financial needs, so it seemed only appropriate that we offer clients financial planning as part of our core service offering. This means our clients benefit from:

  • Collaboration between your financial planner and your accountant
  • Strategies developed by a team of specialists all working with your best interests at heart
  • Practical tax, marketing and financial advice designed to accelerate your business or personal success
  • A long-term commitment to your financial security, and
  • A central solution for all of your financial needs.

What you can expect with our financial planning services

We’re committed to educating both families and businesses as to the importance of insurance, and will happily walk you through each step of the process. This includes:

  • An initial face-to-face meeting
  • A fact-finding mission, where we gather all of the information we need specific to your situation
  • The development of a financial plan (known as a Statement of Advice), which outlines the strategies we believe will be best suited to your current financial resources, lifestyle, age, investment experience and investment time horizon
  • A second meeting to go through the financial plan, and
  • Implementation of the plan, supplemented by periodic reviews.

At all stages we work as a team – so if your accountant is a Pinnacle accountant, he or she will be part of the process. We’ll also work closely with any family members you’d like involved in the process.

Importantly, we’re committed to your ongoing financial security. This is why, as your needs and circumstances change, we’ll adjust the financial plan to suit. We’ll also consult with you to review the performance of your investments and recommend any changes based on trends or even legislative amendments.

Pinnacle Taxation: the home of Penrith’s financial planning professional


Making your finances work for you

Life and income protection insurance

Minimise your personal risk by protecting your assets and your income.

Investment and superannuation advice

Ensure your superannuation and investment strategy is working for you.

Business insurance advice

Protect your business with critical insurances in the case of unexpected events.

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