Just imagine.... if we could paint for YOU, your perfect calendar, create the perfect day, the perfect week!
How would YOU allocate your time between, work, leisure, family?
What would YOU be doing?
Who would you be spending your time with?
What would it sound like, what would it smell like ?
We believe it's the simple decisions YOU make with your money, that can get YOU where YOU want to go.

Welcome to Pinnacle Advice

Pinnacle Advice is a professional Wealth Management firm based in Ballina. We create Retirements of dignity, we create a sense of control, security, financial peace of mind. Our area of expertise includes; Retirement Planning, Portfolio Management Services,  Strategic Superannuation and SMSF advice, Aged Care Advice and much more.

What we do

We simply help you make better decisions. We do everything you’d expect from a full service advice firm. Super, SMSF, Investments, Aged Care etc. However it’s not about your money- it’s about your life. To develop a strategy we step away from what you’ve been doing and what you’d like to do, not with your investments but with your life.

 

How we do it

Our approach is simple. We’re long term locals and because of that, in anything we do we ask ”is this in the best interest our client”. Our investment philosophy appreciates that most people have worked hard for their retirement. It relies on evidence-based investment principles and decades of time tested research. We use a unique short, medium and longer term investment process where investments are placed based on your personal goals.

Why we do it.

Our purpose is to inspire you to create a personal strategic plan, so that you can live your ideal life and achieve financial peace of mind.

We know that when you make simple, smart choices with your money you enjoy the things we all want, financial security, a sense of control, and a retirement of dignity.

 

  • Why Us

    “We recognized that what the client really wants is a life outcome: more time with the family, more time to develop their careers, more money to enjoy both today and in retirement….they don’t want to be sold a product”

  • Why Us

    “You have no control over the markets. You don’t control the economy and you don’t control interest rates. But your habits, your saving and your attitude all have a far greater effect on your financial position. This is what you can control…we simply guide and help you make smart decisions around the things you can control”

     

  • About Us

    “We are different because we don’t just talk about your money, your financial issues or your investment opportunities. We are different because we talk about what’s important to you. Our Advisers work with you to maximise the probability of you achieving your outcomes for the reasons that are important to you.”

  • Why Us

    “We are unique because we are privately owned. We are able to select financial strategies and products without being told what to do by a product manufacturer”

Financial Freedom

WE SIMPLY HELP YOU MAKE SMART FINANCIAL DECISIONS

So that's what it feels like

Let’s work together

We simply help you make better decisions so that you can get to where you want to go with a lot less stress

IFA Magazine- Finalist in the Investment Adviser & Goals Based Adviser of the year awards 2017

“The finalists of the ifa Excellence Awards are among the top financial professionals in Australia and have been selected on the basis of high performance on various business, innovation and client service metrics,”   Aleks Vickovich, managing editor of ifa.

 

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Contact Us
ABOUT Pinnacle Advice

Pinnacle Advice is based in Ballina and services the area of Lismore, Ballina, Byron Bay, Tweed Heads and Beyond. We are Retirement Planning specialists and our area of expertise includes Retirement Planning, Portfolio Management Services, Strategic Superannuation and SMSF advice.

Pinnacle Advice is owned and operated by the firm’s advisers Jason McFadden and Berenice Roberts, both Certified Financial Planners and representatives of Direction Advice Group.

FIND US AT

  • Shop 11, 4 Martin Street Ballina NSW 2478
  • 02 6686 3579
  • info @pinnacleadvisory.com.au

Financial Services Disclosure

Pinnacle Advice Pty Ltd as trustee for the Pinnacle Advice Unit Trust (Pinnacle Advice) is a corporate authorised representative number 1258793 of Direction Advice Group AFSL 492953 ABN 68 614 150 533

General Advice Only

The information on this website is provided as general and factual information and should not be regarded as personal advice. It has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.