Financial Freedom

So that’s what it feels like

What we do.
We inspire, we motivate. We maximise the probability of you achieving your desired outcomes.
  • We help make work OPTIONAL (Retirement Planning)

  • Superannution and SMSF advice.

  • Investment Management and Portfolio Management Services

  • Aged Care Advice-Guidance on Fees and Processes

  • Ensure the Foundation of your wealth is secure (Insurance)

Over the years we’ve realised we work best with, and offer the greatest value to the following types of people.

You enjoy working and you’ve settled into a successful career. The mortgage is either paid off or you’ve got it under control. You’re starting to get your ”stuff’ together but you’re wondering what the next step is, or what’s the right path to follow. Should you be adding to super, or property or shares? Are you on track?

Is it time to make work optional?  You enjoy your work but perhaps you’re thinking it’s time working becomes optional.

Separated or Widowed, you have a unique set of financial challenges in front of you. Having a trusted adviser at your side is now more important than ever.

You’re looking to cease work or at least you’re thinking of changing the days, the times you work. We’ll help you maximize your super and wealth. Are you thinking how will I get income, will I have enough? Are my assets in the right place or it’s time I have a professional sounding board with my investments? Perhaps seeking a hand with managing your investment portfolio. We can help you make informed decisions around the timing of changing work patterns. We’ll make sure your assets are in the best possible area to maximise the probability of you having a retirement of dignity, pride and worry free.

It’s a worrying time placing Mum or Dad into Aged Care. With terms like DAP, RAD, DAC and RAC’s you’ll feel like you’re starting to learn a foreign language. Aged Care fees can be complex and their interaction with Centrelink, Taxation,Estate Planning and cashflow issues can make it a stressful time. Usually the decisions full back to the daughter or son and life is far too busy enough. Having someone to provide some objectivity, some clarity around the fees and processes involved, helps remove just “some” of the stresses around this challenging stage of life.

Financial Peace of Mind

The driver of real life financial outcomes is not financial performance, it’s financial behaviour. It’s the decisions you make. 

Are you ready to get started ?

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.