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Have pensions ever been explained to you in simple terms? How they work, the tax relief which is available or the investment choices and options available to you?

Have you ever thought about what you would like to do when you retire? How much money you would need and where it will come from?

Would you like to know how much you need to be saving today to fund the retirement of your dreams?

If you have paid into a pension in the past, do you know how much is in it and where it’s invested? Do you know if your fund being eroded by high fee’s?



At Pinnacle Financial, we are on a crusade to educate and motivate people to begin their Retirement Journey. There is a huge disconnect between what income people think they will have in retirement and what they will have.

Many of us have idealistic visions of retirement such as romantic cruises around the Mediterranean, exotic holidays abroad or days spent on the best golf courses or spas. The reality is that, if we do not take action now, most of us will be living on a maximum of €248 per week (current State Pension). And there are very serious question marks about the sustainability of the State Pension and whether it will be there when you get to retirement.

We are here to help you on Your Retirement Journey. We want our clients to be in the elite few who can live their dream life in their golden years.


Retirement Planning is not a static process or a once off transaction. It is a well thought out, planned and monitored journey. So whether you are at the very beginning of your journey, somewhere in the middle or at retirement and considering your options, we’d be delighted to get you on the right path.

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