Pinnacle Private Wealth Pty Ltd

Wishing all our lovely clients and colleagues a safe and prosperous Christmas and New year.

Glad to see our lovely clients appreciate what we do for them.

Check out this week’s best reviews from some very happy clients:

Mel Tull of Viridian Advisory in Warners Bay, NSW
"Mel has given us a range of financial options, and has always been open to our ideas for a solution... She always gets back to us when we make an enquiry. We feel really secure in accepting her advice and have been very grateful for her services. Thank you Mel."
⭐⭐⭐⭐⭐ from Ian, 65+ years

Ben Marlow of Direct Wealth in Paddington, QLD
"Ben has been wonderful to deal with. His good humour, friendly manner, professionalism, honesty and straightforward advice has been greatly appreciated... He is also a good listener which gives us confidence in knowing he has our best interests at heart. We look forward to working with Ben in achieving our financial goals."
⭐⭐⭐⭐⭐ from Stephen, 65+ years

Judy Dolan of Power Financial Planning Pty Ltd in Upper Mount Gravatt, QLD
"It's just like catching up with a friend when we see Judy at our yearly meetings. We always leave feeling that she has our best interests at heart, and that makes us feel secure. We are happy to leave Judy in charge of our investments."
⭐⭐⭐⭐⭐ from Di, 65+ years

Rob Galey of Pinnacle Private Wealth Pty Ltd in Sydney
“Rob's knowledge about his products are second to none. He explains every facet of my portfolio in great detail, which leaves me in no doubt that he is looking after my best interests."
⭐⭐⭐⭐⭐ from Darryl, 65+ years

Lest we forget.

The escalation in Ukraine tensions – implications for investors.

Pinnacle Private Wealth - News The last few days have seen a sharp escalation in the situation between Russia and Ukraine, with Russia recognising the independence of two regions in the Donbas area of eastern Ukraine controlled by Russian separatists and ordering Russian “peacekeeping” troops into the regions.

Wishing all our lovely clients, colleagues and contacts a very Merry Christmas and a prosperous and healthy New year!

Aussies are losing millions to financial scams: Here’s how to spot one.

Financial scams are booming in the wake of the COVID-19 pandemic, leaving thousands of people out of pocket. Investment scams in particular have surged, costing victims more than $26,000 on average. Here are some key signs to look for.

Pinnacle Private Wealth - News Scams and cybercrime are booming in the wake of the COVID-19 pandemic, leaving thousands of people out of pocket. Investment scams in particular have surged, costing victims more than $26,000 on average.

Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.

Pinnacle Private Wealth - News Many investors concentrate on building their nest egg during their working lives to pay or help pay for their retirement but fail to give enough attention to planning for a retirement that may last 25 years or longer.

It seems the bad news on coronavirus doesn’t let up. The lockdown in NSW has been extended. There is endless debate about whether governments are doing the right thing, whether the vaccines will work, and when we can reopen.
However, there is light at the end of the tunnel. Here are five reasons why investors can feel reasonably optimistic.

Pinnacle Private Wealth - News It seems the bad news on coronavirus doesn’t let up. The lockdown in NSW looks like going longer. There is endless debate about whether governments are doing the right thing, whether the vaccines will work and when we can reopen. And coronavirus cases are on the rise again, globally posing risks t...

the Morrison Government announces an extension of the temporary reduction in superannuation minimum drawdown rates for a further year to 30 June 2022.

Supporting retirees with extension of the temporary reduction in superannuation minimum drawdown rates | Prime Minister of Australia Today the Morrison Government announces an extension of the temporary reduction in superannuation minimum drawdown rates for a further year to 30 June 2022. As part of the response to the coronavirus pandemic, the Government responded immediately and reduced the superannuation minimum drawdown rates...

Welcome to our latest Informed Investor newsletter - May edition.

In this issue we cover:

1. Market Update and economic commentary
2. Your investment options and strategy
3. Good news: Super contribution caps to rise
4. Saving for your child’s future
5. Transfer balance cap set to increase to $1.7 million
8. Learning the lessons of 2020: An extraordinary year