Securing your future with

Personal insurance
Home and investment loans
Retirement planning

For over 33 years our advisers at Pinnacle Financial and Investment Services Pty Ltd (Pinnacle Financial) have always worked on the philosophy that when you walk out of our office you are in a better financial position than when you walked into our office. Our advisers believe in protecting your wealth and building your wealth with sound and easy to understand advice.

Our focus is to assist clients to achieve their financial goals by offering quality and easy to understand advice. Our advisers build lasting relationships with our clients to work towards their current and future financial needs and we are committed to keeping up with our clients’ changing needs, from working life through to retirement.

There are many stages throughout your lifetime that you wish to feel safe and secure, whether it’s buying your first home, ensuring your family is provided for in a time of grief or you’re an entrepreneur hoping your risks fall into place, guaranteeing your financial situation is protected will only provide security and comfort. Pinnacle Financial always ensure you will have a better understanding and knowledge of the products recommended and we will personally cater to your specific needs through a professional relationship built on trust, support and re-assurance.

Our team understands how important it is to look after your wealth, we will consistently provide exceptional and reasonable advice to all that walk through our doors.

We are here to answer all your financial questions so you can get a clearer picture on how you can manage your finances for a better future.

What our clients have to say…

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Both my wife and I are clients of Pinnacle Financial and have been for a number of years. The team at Pinnacle Financial are extremely helpful and very professional with their advices. The team at Pinnacle Financial ensure things are easy to understand and they are always there when we need them. I have referred many friends and colleagues to Pinnacle as I am happy with our relationship we have with Pinnacle Financial.

Tony F, Malabar

The team at Pinnacle have assisted me in my Financial Management since 2017. The process is always seamless and looked after for me. All staff members I have had encounters with are always courteous and willing to take on any requests I may have, which is what I like most about Pinnacle, it is a personal experience and always handled with integrity and the utmost professionalism.

Jeanette W, Sydney

The team at Pinnacle Financial are always helpful, we are both very happy with our services that have been provided by the team over the years. Pinnacle have assisted us with numerous financial decisions and we always come to the advisers at Pinnacle for recommendations.

C & S Hughes, Lake Macquarie