Welcome to Pinnacle Advice
Retirement planning and wealth advice for the Northern Rivers.
Pinnacle Advice is a locally owned retirement planning firm in Ballina. We work with pre-retirees and retirees who have either built or inherited wealth and want a clear plan for what comes next. Whether you’re approaching retirement over the next decade or next year, selling a business or property, or managing finances on your own after losing a partner or going through a divorce, we help you understand exactly what you have, create a reliable income, and make the most of superannuation, tax and Centrelink strategies. We work alongside your accountant and solicitor, with Jason McFadden personally involved in every client relationship. If you’d like a confidential conversation about making your wealth work for the life you want,securing your income and protecting what you’ve built, we’d be glad to meet.
What we do
We’re Money Managers specializing in working with those coming up to retirement, retired or busy professionals to manage their portfolio’s, super and wealth. Retire with Clarity. 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.
IFA Magazine- Overall Winner -IFA Excellance Award and Winner Client Servicing Adviser for 2019.
“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.
