I’m not working
but my money is

We’ve had long relationships with our clients, some we’ve been helping for over a decade, and these relationships are testament to our commitment to integrity, and providing sound investment advice that provides our clients with peace of mind.

Carol’s Story

Carol shares with us her story; Carol recently stopped working full-time and shares how this has worked out for her and how she fills her days post working.

Graeme & Yvonne’s Story

Graeme & Yvonne share how they are spending their time post full time work, and how we’re helping them concentrate on the more important things to them.

Retirement Challenges

Carol shares & reflects on her worries and concerns in the lead up to her stopping work after many years of full time employment..

provides quality and detailed advice and service to their clients. Very happy. No problem or question too great or small. Thank you Jason and Team.

Neil Ballina

“Very happy with Jason’s professional knowledge concerning financial planning. A gentleman of integrity, trust, easy to understand. Thanks Jason, you always make us feel welcome. Well done”

Tony & Helen Lennox Head

Thank you so much for helping us with our super and investments and for the sound advice you’ve provided to us. Prior to seeing you I had so many worries, but you’ve always been there to answer and address all of queries and handled all of our finances so well and really taken the worry off of our hands.

Colin B Lismore

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.