As an independent financial practice, Pinnacle
Wealth Management is committed to achieving financial peace of mind
for its clients by creating appropriate and highly personalized
investment programmes tailored to their individual needs.
Our team of highly experienced professionals provide solutions that
are innovative, effective, customized and competitive - solutions
that help build lasting financial security for you and your loved
ones.
Focus, Integrity
Client focus and integrity are two of the
cornerstone principles for Pinnacle business practice. Our team
is committed to providing appropriate financial solutions designed
to fulfil your needs by analyzing your circumstances and life goals.
These solutions have to fulfil our company criteria of low cost
and high value. Our philosophy
also encompasses a belief that the best solutions and stratagem
are those that are clear and transparent. Surely, in the context
of this new millennium, knowledge and understanding equals empowerment
and peace of mind.
Strong, Established Partnerships
Through Pinnacle, our clients can have unrestricted
access to every recognized international market. Our partners
include some of the world's most respected and revered financial
institutions:
But our programmes do not end with just an investment.
We can arrange for first class tax and trust advice via some of
the worlds leading independent trust advisers. This means that
not only can your investment make a profit, but you get to keep
it!
Pinnacle Online
In 2007, we launched Pinnacle Online, a comprehensive cutting edge, web based valuation tool, available to all clients free of charge.
Pinnacle Online will give an online daily valuation of all of your assets within a simple balance sheet format. It will even incorporate property and non-Pinnacle holdings in order for you to receive a 'true value' overview of your financial well being.
By clicking on a "Performance" button you can even bring up a page which charts the growth of every individual fund that you own.
So no matter where you are in the world, you can monitor the progress of your investments, 24-7.
Our Obligation To You
We believe that we have an obligation to repay
the faith that you have shown in us by providing you with consistent
and constant support. That support forms part of the journey taken
on the road to achieving financial security.
For these given reasons, we look forward
to being of service to you and your family for many years to come.
|
