In 2005 it was decided that M+S Financial Planning needed to have its own identity as a financial planning business and Pinnacle Financial Planning was created.
Pinnacle Financial Planning now runs its own AFSL and works in conjunction with the other M+S Group departments, we work together to ensure our clients get the best outcome possible.
Today, Pinnacle Financial Planning Pty Ltd is recognised as one of the best Financial Planning firms in country Victoria. Offices are located in Kyabram, Shepparton and Echuca and employ over 10 staff. Although the three offices are located in Victoria’s Goulburn Valley, the company does boast an extremely large client base which is spread right across Australia.
Over time, the company has expanded greatly and is now able to provide a comprehensive range of professional services to its clients. These services are quite varied and include areas such as retirement strategies, financial plans, pension planning, self managed superannuation funds, succession planning, budgeting, business and tax plans.