It gives you a complete view of what’s going on with your money, showing you where you really stand and helping make good decisions about what you can or can’t do with your money. You can connect your bank accounts, credit cards, loans, mortgages, superannuation and even loyalty cards – all in the one place.
It's all automated
It’s so easy. All the details are automatically imported from each account you have and then the whole lot is set out for you in one easy to understand dashboard. You can create your own budgets or MoneyBrilliant can build one for you by looking at your past spending. All the time, alerts keep you up to date with what’s happening with your money.
Its all about you
Pinnacle Financial will work with you to establish, protect and grow your wealth. MoneyBrilliant helps. It organises your money so that you can see exactly what’s happening and make better decisions on spending and saving - to live the life you want anytime, anywhere, any device.
You are just 15 minutes away from making better decisions about your money.
1. Contact our office to discuss your requirements
We will take the time to understand your requirements and explain the different services we provide.
2. Register for MoneyBrilliant
Register for MoneyBrilliant and connect all your financial accounts so that together we can get a complete view of your money.
3. Meet with us to set your goals
At our initial meeting we will help you set some realistic goals and plan a way forward.
4. Regular checkins and reviews
We will schedule regular checkins and reviews to help you stay on track
MoneyBrilliant and Pinnacle Financial
Pinnacle Financial is proud to partner with MoneyBrilliant to bring you Australia’s best money management app to help you succeed with money.
The personal service provided by Pinnacle Financial, along with the smart, easy to use technology provided by MoneyBrilliant, work together to ensure you have a best possible support in understanding your money and making better decisions.
We don't just want you to be good with money; we want you to be MoneyBrilliant.
What our customers are saying
"Love this product!!! Thought my budgeting was on point but this helped me budget even better and keep an eye on those lil dollar values. Holiday here I come!!!!"
Married with a fur baby - QLD
"Keeps me in control. As a casual my pay is up and down so I need to be right on top of bills and spending. Its so easy to use."
Casual worker - NSW
Safe & Secure
You take your security seriously, and so do we. Connect to over 200 financial institutions with the security of our partner Yodlee – a global leader in banking technology. Learn more about security.