Pinnacle Road

ABOUT

Guiding clients on their journey to a better financial future

As an integrated Accounting, Wealth Management and Lending business, Pinnacle Road offers end to end financial solutions for business owners and individuals.

From a first-time home loan, vehicle loan to comprehensive business accounting, each client’s experience with Pinnacle Road is handled with passion, experience and professionalism.

Pinnacle Road will guide you through a tailored and personal process to help you achieve both your short and long-term financial goals. We pride ourselves on nurturing long standing relationships, with the goal to guide our clients as they progress through the stages of life, empowering financial freedom.

ACCOUNTING & ADVISORY

Tax & Accounting

As registered Tax agents, we can manage all your annual, quarterly & monthly lodgement requirements and planning, from a personal tax return to large business tax requirements.

We pride ourselves on finding innovative solutions to generate the best outcome for you. We keep you informed throughout the year to ensure that you remain in the best possible position as the end of financial year rolls around.

Business Advisory

Speak to us and you’ll find a group of open and direct professionals with an approach based on trust and working with you all year round. This is about a partnership and we measure our success by the progress you make towards achieving business, finance and personal goals.

Cloud Accounting

Technology is revolutionising every industry, including accounting. The major driver of this change is cloud computing which is enabling not only companies, but their accountants with better and faster access to business intelligence that they can then use to advise clients.

Cloud computing allows a company to access applications from a range of expert industry leading providers at a very low entry cost level.

With the introduction of online accounting software, we can now access the client information on-line in real time. This has made the accounts preparation process timelier and more efficient, as well as opening up access to more up-to-date and detailed business information.

Talk to your advisor about the Cloud Computing options that are available and most relevant for your business, and how you can maximise any investment you make in this new technology.

Take a fresh look at how you and your business use technology.
Using the technology available will result in more efficient and timely preparation of financial information.
Your accountant can become a better business advisor with access to real time information.

Our team of accountants will set you up with the right structure for your business from the get go! We are aware of the importance of being correctly setup from the beginning. Our understanding of your business, goals and strategic direction gives us the insight we need to ensure you have the best structure. This structure will align with your vision and allow a strong and strategic foundation from which you can emerge, grow and succeed.

There are a variety of options; being aware of them and what they offer your business is essential. That’s where we come in. We do the work with you to ensure you understand your options and why one structure may be more favourable than another for your circumstance. Alternatively, it may be a combination of a few structures that works best for you. Every bit of advice is tailored for your business needs.

BOOKKEEPING

ACCURATE AND TIMELY
We understand that reconciling bank feeds, cash coding and record keeping is not for everyone. Our accountants work closely with our clients and technology to remove the hassle of bookkeeping from their busy schedules. Allowing our experts to do what they’re best at, enables our clients to spend more time working on the things that they love, like growing their business.

COMMERCIAL FINANCE

Pinnacle Road specialise in a number of commercial finance options.

Commercial Property
Unsecured Business Loans
How do unsecured business loans work?
Cash Flow Finance
Trade Finance
Debtor Finance

For investors and owner occupiers we offer commercial loans for retail, office and industrial freehold. We also offer development finance for retail and industrial units, and finally we facilitate the refinancing of commercial property loans for better interest rates and expired loan terms.

EQUIPMENT FINANCE

we finance a broad range of equipment across several industries.

ASSET FINANCE
Some of the industries we specialise in are:

Energy
Efficient Technologies
LED Finance
Solar Finance
Manufacturing
Transport
Heavy Machinery
Warehousing
Logistics
Health & Education
Printing
CNC
Commercial Office Fit Outs
Motor Vehicles
IT
Robotics
Project Finance

OUR PRODUCTS
Chattel Mortgage, Finance Lease, Rental, Operating Lease

WEALTH MANAGEMENT

what is financial planning?
If you could achieve your financial goals by simply leaving your money in the bank, you wouldn’t need a financial plan. Sadly, life isn’t so simple – it’s hard to understand the intricacies of investment, taxation and changing regulations, so you need professional help.

At Pinnacle Road, our industry professionals are here to help you stay on track of both your short-term and longer-term financial goals, from plans as simple as taking a holiday, to something as complex as buying a property.

Financial planning is therefore an essential service for people of all levels of financial health, as our financial planners have the technical expertise to guide you through services such as budgeting, superannuation, life insurance and wealth management.

OUR LOANS FOR: CLEAN ENERGY ASSETS

We will consider any loan amount over $5,000 for qualifying clean energy assets which include, but are not limited to

Solar Photovoltaic (Solar PV) systems
Energy efficient lighting
Power factor correction
Voltage optimisation
Building management systems
Battery storage
Metering and metering infrastructure
Solar Farms
Gas projects
Wind developments

VENDOR FINANCE

Pinnacle Road specialise in running Vendor Finance Programs across several key industries. We give our Vendors access to a point of sale finance tool which helps increase sales.
Once engaged by a Vendor, Pinnacle Road effectively becomes the Vendor’s in-house finance company by providing financial solutions to the Vendor’s clients. Importantly, Pinnacle Road is an integral part of this alliance and works with the Vendor at every stage of the transaction, from pre-sales to post settlement.