Honestly couldn’t be happier with Summit Financial Planning. They really helped me get on top of my money and made everything feel way more under control. I’m in a much better spot now and actually feel good about the future.Super easy to deal with, no fluff, just solid advice that actually works. Can’t recommend them enough.

The guys at summit helped me organise the correct tac structure which has led to a stronger view on my financial future. Can't recommend strongly enough.

Summit Financial Planning completely transformed my retirement outlook by identifying brilliant tax-saving strategies during the sale of a major business asset. Beyond significantly reducing my tax burden, they successfully streamlined my retirement accounts, set up comprehensive insurance, and organised my estate planning. I highly recommend them to any business owner needing expert help with wealth management and succession planning.

Summit Financial Planning completely transformed my retirement outlook by identifying brilliant tax-saving strategies during the sale of a major business asset. Beyond significantly reducing my tax burden, they successfully streamlined my retirement accounts, set up comprehensive insurance, and organised my estate planning. I highly recommend them to any business owner needing expert help with wealth management and succession planning.

I have had multiple consultations with Jeremy from Summit FP and every time I have been incredibly satisfied with the advanced level of knowledge, professional but engaging approach and genuine care and passion but behind the service. Jeremy had no issues answering any silly questions and took the time to walk me through more complicated topics which was comforting as it was my first time seeking support from a financial advisor. We went through everything from my analysing partner and I's cash flow and establishing more structure, various schemes tailored to first home buyers, advice on my super and taxes, dealing with mortgage brokers, investments even insurances and income protection and various other things which Jeremy not only knew everything about but was able to explain it and it's benefit to me partner's future. Would highly recommend reaching out to Jeremy to anyone looking for help in levelling up their financial future!

Excellent financial planning service! Very professional, honest, and knowledgeable. They explained everything clearly and helped me make the right financial decisions. Highly recommend this company to anyone looking for trustworthy financial advice. 👍

Never thought my super could be working for me before I retired but after speaking with Summit, that idea has completely gone out the window. Real business assets are a game changer. Get in touch with these guys if you want to level up your business, finances and retirement options

Investment advice - 10/10Articulation - 10/10Knowledge and understanding of my circumstances - 10/10Ease to deal with - 10/10Highly recommend.

Never thought I'd be able to get property inside my super, but these guys provided the advice which has opened up opportunities I never even knew were possible. Highly recommend.