Pinnacle Financial Planning | Financial planner

Pinnacle Financial Planning

Phone: +358 5 70888

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23.01.2022 We are opening our doors to clients again tomorrow! The Partners and staff of Pinnacle Financial Planning are committed to ensure the health and safety of our clients and staff are prioritised whilst still providing an effective and efficient level of service during these trying times of Covid 19. In line with Victorian Government recommendations you can now choose a face to face appointment or conduct these via Zoom meetings or by phone. Please be assured we are able to ab...ide by social distancing and safety measures within all of our offices. If you have any concerns please contact our offices. Please refer to the M+S Group Website for further information regarding economic relief and assistance available during this time. See more

20.01.2022 Information on how to make your workplace safe as we look forward to restrictions rolling back soon

20.01.2022 Click below for a financial update on the 2019 year! http://pinnaclefp.com.au/2019-the-year-in-review/

18.01.2022 Are you lost when it comes to your loved ones and aged care? Please contact us to help guide you. https://youtu.be/14lvfPwyHp0

16.01.2022 The Partners of M+S Group Accounting and Pinnacle Financial Planning would like to ensure clients that M+S is committed to prioritising the health and safety of clients, employees and their families. The aim being to continue to provide an efficient and effective accounting and financial planning service during this difficult period. M+S has implemented the recommended restrictions and practices advised by the Australian Government ie. good hygiene practices, workplace cleanl...iness and social distancing. As of today, M+S will implement further restrictions to minimise the risk of staff and clients coming into contact with the Covid-19 virus. These measures include: All face to face client meetings being rescheduled to a later date or being conducted via phone or video conference. Clients can ring the office to arrange this with their accountant or financial planner. All office entrances are closed, but clients are still able to leave documents by way of a deposit box system at our entrances (only available during office hours 8:30am to 5:00pm). Staff travel between offices and interstate has been disallowed unless authorised and absolutely necessary. Please rest assured our office is able to operate remotely with minimal interruption in the event of a Government enforced lockdown. If you have any concerns with your accounting and/or financial affairs in the current environment, please don’t hesitate to get in touch with your accountant or financial planner. Please refer to the M+S Group Accounting website for more details in relation to economic relief and assistance available due to the Coronavirus crisis See more

16.01.2022 Today is R U OK day - here are some tips on what comes next after asking R U OK? https://www.ruok.org.au/how-to-ask

15.01.2022 Please contact us today if we can help you in any way

14.01.2022 Still feeling the pinch after the Festive Season? Come and see us for some tips on getting back on track!

05.01.2022 It was lovely to receive a call from M+S Group Accounting last week. The community minded team took up a collection, after hearing the we are finding it really... difficult to source food staples for our food boxes and donated $283.55. We estimate that this will allow us to put one staple item such as rice, pasta or UHT milk in around 283 food boxes! Thank you for your support and for making this generous contribution to our community.

04.01.2022 If you need more information on the complexity of aged care in Australia, please follow the below link! http://pinnaclefp.com.au/aged-care-in-australia/