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More advice to live for today and plan for tomorrow.

It’s important to plan for the future – but just as important not to lose sight of what matters most now. We take the time to understand the financial journey you want to take, then help build a plan around achievable goals. Our aim is to help you make the most of today, while feeling confident knowing your overall financial position is in order for tomorrow.
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ADVICE THAT SUITS

Expert® advice makes a difference

No two financial journeys are the same, so our advice is structured around you. Whether you’re growing your wealth, setting up a SMSF, budgeting for the future, building your super, planning for retirement, or protecting your estate, we have the expertise to help you make well-informed decisions today – and plans for the future.

Here’s what we can do for you

Investment & Portfolio Advice

Expert advice to help you build a portfolio designed around your goals, timeframe and the risk you’re comfortable with.

Superannuation Strategy

Putting a plan in place to ensure your Super is invested well and working as hard as it can for your retirement.

Retirement Planning

Setting goals and establishing a clear plan so you can transition into retirement with confidence.

SMSF Setup & Advice

Skilled guidance to set up and manage a compliant SMSF, with a strategy built around your retirement goals.

Estate Planning

Ensuring the wealth, assets and financial security you’ve created are protected and passed on the way you intend.

Budgeting & Savings

Establishing a practical budget and savings plan so you know where your money’s going - and where it could work harder.

We’re here to help

Let us help you understand your overall financial position, set clear goals, and build a positive plan for the future.

Get in touch for a no-obligation initial chat

Contact us today

Pinnacle Advisory Pty Ltd T/AS My Expert® Wealth
 Pinnacle Advisory Pty Ltd T/AS My Expert® Wealth (CAR 1280319) ABN 36 638 505 950 and David Lucas (AR 1250147) are authorised representatives of Lifespan Financial Planning Ltd (AFSL 229892) ABN 23 065 921 735.