The representative is an excellent advisor. He’s friendly and approachable, great at simplifying complex financial terms. We worked through my objectives, and he created a plan that makes me feel secure about my financial future. He provided fantastic options for investing in alternative ways.
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Summit Financial Planning provides comprehensive financial planning services to professionals, young families, and high-income earners across Australia. With over 10 years of experience, we specialise in cashflow optimisation, superannuation strategies, retirement planning, risk management, and debt optimisation.
Our licensed financial advisers help clients navigate complex financial decisions including Self Managed Super Fund (SMSF) establishment, transition to retirement strategies, debt recycling, investment planning, and estate planning. We work with medical professionals, business owners, public sector employees, and other professionals to create tailored wealth-building strategies.
Services include:
- Comprehensive financial planning and cashflow analysis
- Superannuation and retirement planning (including SMSF setup)
- Risk management through life, TPD, and income protection insurance
- Debt recycling and tax optimisation strategies
- Investment planning and portfolio management
- Estate planning and wealth protection
Important Licensing Information:
Summit Financial Planning Pty Ltd ABN 28 856 289 615 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 ABN 23 065 921 735.
Compliance Note:
This business provides general financial advice only. We recommend consulting with our licensed financial advisers for personal advice that considers your individual objectives, financial situation, and needs.See more