We will help you identify short, medium and long term goals and objectives.
To do this we will meet with you to
- Gain a full understanding of your current situation
- Hear about your dreams and goals for the future
- Your family situation
- When you are comfortable in your understanding and attitude to risk
We would then present you with a Statement of Advice (SOA) which is a document outlining all the things we have discussed and our recommendations and the process involved in implementing these.
This document is your Financial Plan to keep and can be reviewed at any time you choose but we will also follow up each year
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.
Let’s talk super
Superannuation is an investment for your future. Superannuation advice focuses on efficiently accumulating wealth to provide for your retirement. Pinnacle Advisory Services Group provides advice on establishing suitable structures and vehicles to build wealth to provide you with income in retirement. Of course, we are also here to help with simple consolidation or a restructure of your existing superannuation.