Peak Pinnacle Financial - Ashmore, Queensland

Peak Pinnacle Financial: A Comprehensive Overview

For individuals and families seeking expert financial consulting guidance in Queensland, Australia, Peak Pinnacle Financial presents a compelling option. Located at 2 Currumburra Rd, Ashmore QLD 4214, this established firm offers a comprehensive suite of financial services, backed by consistently positive customer feedback. A dedicated team of financial consultants provides personalized solutions tailored to meet unique circumstances and goals. This document aims to provide a detailed overview of Peak Pinnacle Financial, outlining its services, location, contact information, and customer sentiment, ultimately assisting potential clients in making an informed decision.

Location and Contact Information

Peak Pinnacle Financial’s physical address is situated at 2 Currumburra Rd, Ashmore QLD 4214, Australia. This location allows for convenient access for clients residing in the Brisbane metropolitan area and surrounding suburbs. The firm’s commitment to accessibility is further demonstrated by the availability of a wheelchair-accessible car park, ensuring that individuals with mobility limitations can easily reach the premises. Clients can readily contact Peak Pinnacle Financial through their dedicated phone line: 1300529497. For further details and to schedule an appointment, visitors can explore their website at peakpinnaclefinancial.com.au. The website offers valuable resources, including service descriptions, fee structures, and client testimonials.

Services and Specialties

Peak Pinnacle Financial specializes in providing a broad spectrum of financial consulting services. These services are designed to address a wide range of financial needs, including:

• Financial Planning: Creating and implementing holistic financial plans to achieve long-term goals, encompassing retirement planning, investment strategies, and estate planning.
• Investment Advice: Offering expert guidance on investment selection, portfolio diversification, and risk management, catering to various risk tolerances and investment horizons.
• Superannuation Advice: Providing strategic advice on superannuation contributions, product selection, and retirement income strategies.
• Debt Management: Assisting clients in developing strategies to manage and reduce debt effectively.
• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage to mitigate financial risks.
• Tax Planning: Offering insights into tax-efficient strategies to minimize tax liabilities.

The firm’s consultants possess a deep understanding of the Australian financial landscape and are committed to delivering personalized solutions that align with each client's individual circumstances.

Client Feedback and Reputation

Peak Pinnacle Financial has garnered a strong reputation within the community, as evidenced by its impressive average opinion of 5/5 on Google My Business. Currently, the company boasts 114 reviews, reflecting a significant level of client satisfaction. These reviews consistently highlight the firm’s professionalism, expertise, and commitment to client well-being. Here's a summary of common themes emerging from the reviews:

• Knowledgeable and Trustworthy Consultants: Clients frequently praise the consultants’ expertise, clarity of communication, and trustworthiness.
• Personalized Service: Many reviewers emphasize the individualized attention and tailored advice they received.
• Effective Financial Planning: Several clients report significant improvements in their financial situations as a result of implementing the firm’s recommendations.
• Accessible and Responsive: The availability of a wheelchair-accessible car park and prompt responses to inquiries are consistently noted as positive attributes.

It's advisable to schedule an appointment prior to visiting the office, ensuring that the consultants are available to dedicate sufficient time to your needs. The firm’s commitment to client service is evident in its proactive approach to communication and its willingness to go the extra mile to achieve client objectives.

Additional Points of Interest

Beyond its core services, Peak Pinnacle Financial demonstrates a commitment to client convenience. Toilet facilities are available on-site, enhancing the overall experience for visitors. The firm’s dedication to accessibility extends to its physical environment, fostering an inclusive and welcoming atmosphere. The website also features a frequently asked questions (FAQ) section, providing readily accessible information on common inquiries. Furthermore, Peak Pinnacle Financial actively seeks to stay abreast of regulatory changes and industry best practices, ensuring that its clients receive the most up-to-date and relevant advice. They pride themselves on maintaining strong relationships with a network of trusted financial professionals, allowing them to provide comprehensive solutions when broader expertise is required. Clients can expect a collaborative approach, working closely with their financial consultant to develop a strategy that aligns with their aspirations and risk profile. The firm’s commitment extends beyond merely providing advice; they genuinely aim to empower clients to take control of their financial futures. They regularly conduct seminars and workshops on key financial topics, offering valuable insights and educational opportunities to the community. The emphasis on ongoing education reflects their dedication to staying at the forefront of the financial services industry. The firm’s success is built on a foundation of integrity, transparency, and a genuine commitment to client success.

👍 Reviews of Peak Pinnacle Financial

Megan D.

5/5

I came across Peak Pinnacle when I was doing a super review. I went in not knowing a single thing about any of It and I have to say Jason who I dealt with was incredible. He was easy to chat to, no question was too hard and the knowledge he has was outstanding. I felt overwhelmed by It all and he held a very calm demeanor whilst explaining everything in detail to me (and probably the same thing over and over). I feel confident I have the right support. I appreciate the knowledge you guys have given me and I will be sharing my review with family and friends. Best form of advertising is word of mouth right! Thanks guys.

Rachel M.

5/5

I recently had a super review completed by Peak Pinnacle and couldn’t be happier with the experience. Billy and Jimmi showed excellent communication throughout the entire process, keeping me informed and making sure I understood each step. They were incredibly patient, taking the time to answer all my questions in detail, without ever making me feel rushed. What stood out most was their transparency — everything was explained clearly, with no hidden surprises. I now feel far more confident and comfortable with my super. I highly recommend Peak Pinnacle to anyone wanting honest, professional and supportive financial guidance.

Mel R.

5/5

Jason was amazing. So helpful, friendly and patient with my many questions. I feel better informed about my superannuation and financial goals. I now have a greater understanding of my finances following our discussions. The team are a pleasure to work with. Couldn’t be happier!

Mark S.

5/5

Sensational customer service experience!! All the guys were great to chat with, really informative, good banter between the serious parts of our conversations. Would highly recommend to anyone. Thanks again for a joyful experience!!

Michael ?. D.

5/5

I always just thought the Superannuation set up by my employer would be one of the best ones available. I saw an Ad randomly online about getting a superannuation review and decided to give it a go. Kasandra and the rest of the staff have been great to deal with and explained everything clearly so it was easy to understand, and assisted with the transfer across.

Kelly C.

5/5

Super is with us for our entire career and often pushed under the carpet and or too hard basket When I actually popped my head up out the sand and wanted to work and own my super and future the team were absolutely amazing ! My initial call with Billy was down to earth and personalised allowing what I wanted to foresee for my retirement and needs It was then followed through with Jimmi whom honoured and understood what was important to me and my future / loved ones I’m now excited for my new direction in building my future / retirement and don’t feel alone in what can feel daunting Grow Super Grow and in turn will be a great outcome for my golden years and whatever life may throw at me - Thankyou Billy and Jimmi !

Kylie C.

5/5

Jimmy and team were fantastic from start to finish. They thoroughly explained what I didn’t quite understand and made me feel 100% confident in my decisions.
Well done team!

Lisa C.

5/5

Just a short message to say thank you to Billie, Jimmi & Yankat for the phone calls and setting me up with a new Super Fund. You guys are the best. You gave me a full understanding of how my Super Fund should be & looked out for my best interests for Retirement. Once again a huge Thank You 🙏