Depending on your personal set of circumstances, needs and goals, Summit Advisory are able to match you to a range of Wealth Management services.

Working with some of Australia’s leading financial services providers, our approach is that individuals should be entitled to receive the highest quality of service, regardless of your current financial status.

 

FINANCIAL ADVISORY

Sound financial advice is based on our understanding of where you are now, where you want to be in the future, and your capacity to make financial changes.
With advice tailored specifically to you, your provider will help you clear the path to building a secure and comfortable future.

INVESTMENT MANAGEMENT

The sheer range of investment choices makes it hard to know what to do. Your provider will consider your short and long term financial goals, and help you select the right investment opportunities for your personal needs.

SELF MANAGED SUPER FUND

Your superannuation is the key to a comfortable retirement. Get help in developing clever strategies to boost your contributions, take advantage of tax concessions and manage your legal requirements.

PROPERTY AND REAL ESTATE

Our service providers will help you build a profitable investment property portfolio. Take advantage of tax benefits and build your capital without putting stress on your current income.

FINANCE AND MORTGAGE MANAGEMENT

Finding the best and most competitive loan for your needs and get professional help applying for the loan. Build yourself a property portfolio and secure your future. Most importantly, learn how to pay off your home loan in a fraction of the time.

LEGAL ADVICE

Wealth accumulation and management requires careful legal advice. We work with the best minds in the business to ensure your assets are protected at all times.

ACCOUNTING & TAXATION SERVICES

The key to a secure future is understanding what is happening with your money. Then you can make your money work better for you. Tax and accounting professionals put you in control of your finances for better cash flow now and security for your future.

PERSONAL BUDGET ADVICE

Are you getting those annoying phone calls regarding your outstanding debts? Are they just becoming too much for you to manage? Does it seem that you have nothing left each week? A specialised provider will relieve you of that burden, protect your interests and safeguard your financial security.