Sound Financial Planning

is necessary if you want to enjoy a secure financial future.

No matter what you aim to achieve in life and no matter how much money you earn, a formal Financial Plan is a long-term strategy that aims to create and maintain your wealth, protect it and manage it throughout your life.


Understanding the importance of protecting your lifestyle

There are many events that could cause a serious disruption to your lifestyle and these disruptions have financial and emotional consequences. Disruption usually occurs when you least expect it and as a result emotional strain will be followed quickly by financial strain.

Losing your ability to generate an income may have serious consequences on your long-term financial security. Insurance removes some of the financial hardship by transferring the financial risk to a life insurance company.

Make a change for the better

talk to Pinnacle Advisory Services today on 02 9527 7233


    Who We Are

    Pinnacle Advisory Services Group Pty Ltd (PASG) is the corporate identity of a group of successful and experienced financial advisers and staff. We are Authorised Representatives who are licensed by Charter Financial Planning Ltd, holders of Australian Financial Services Licence No. 234665.

    Our advisers collectively have more than 300 years of experience, with many of our group being Certified Financial Planner members of the Financial Planning Association of Australia.

    PASG advisers are located throughout metropolitan and country areas, with offices located in Bathurst, Canberra, Caringbah, Cowra, Cronulla, Miranda, Newcastle, Penrith, Orange, Sutherland, Sydney City and Ultimo.

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