Welcome to Pinnacle Advice
Pinnacle Advice is a professional Wealth Management firm based in Ballina. Let us worry about your money, so you can enjoy life. 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.
What we do
We’re Money Managers specializing in working with those coming up to retirement, retired or busy professionals. We can assist you with Retirement planning, your Super, SMSF, Investments, Aged Care. 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.
“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”
“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”
“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.”
“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”
WE'RE MONEY MANAGERS- MAINTAINING RETIREMENTS OF DIGNITY
Jason is very engaging and encourages me to open up about any concerns or issues. Sometimes discussing financial challenges or issues can be difficult but Jason makes it easy he isn’t critical of past decisions I made that may not have been the best but focuses on future choices. Jason instills confidence that he can help and is not there to just sell something i don’t need.
He takes the time to really get to know and understand our
families financial situation and future goals. He is very thorough and his follow-up is excellent. He has won our total trust and is a honest and easy person to deal with. He is proactive with keeping us up to date with financial markets and his office staff are always friendly and efficient. I would recommend Jason to any of my family and friends with 100% confidence.