Growing your wealth with tailored
financial advice

Summit Wealth Group supports our clients with proactive, actionable advice
that helps them make financial decisions with confidence.

Since 2015, we’ve partnered with individuals and their families to create tailored
financial strategies that protect and grow their wealth.

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HOLISTIC financial advice
you can count on

Once we’ve established a shared understanding of your financial and lifestyle goals and the future you aspire to, we’ll co-author a comprehensive wealth management plan that includes:

   •  Strategy and tax structures
    • Investment solutions
    •  Risk management
    •  Estate and legacy planning
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Your personalised wealth management strategy will empower you to make smart financial decisions, accumulate wealth, and build a strong financial future,
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Our wealth management services

HOW WE WORK WITH YOU
TO SECURE YOUR FUTURE

We’ve designed our process to ensure you’re actively engaged with your wealth management strategy. It’s your money and your future - we want you to work alongside us, having regular conversations so your plan continues to reflect evolving personal and financial priorities.

1.  Discovery
    2. Engagement
    3.  Wealth management planning
    4.  Statement of Advice and implementation
    5.  Ongoing planning
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Our wealth management planning process

Growing your wealth with tailored financial advice

Growing your wealth with tailored
financial advice