WELCOME TO
SUMMIT WEALTH SERVICES
20 Years of industry experience and have helped thousands of Australian families secure their retirement and financial goals.
ABOUT US
Summit Wealth Services is a wealth creation specialist that serves clients all across Australia. Summit Wealth Services and its group of licensed external affiliates are dedicated to helping our members achieve their full wealth potential. We provide wealth solutions to best suit your individual needs.
At Summit Wealth Services we believe that good wealth strategy comes from understanding your short and long term lifestyle goals. Our aim as your wealth strategist is to help you make the right decisions about money - to take you from were you are today to where you want to be in the future.
OUR SERVICES
Summit Wealth Services uses a defined process whereby each client is asked detailed questions that will allow us to formulate a comprehensive set of solutions.
We have experienced and qualified advisers to provide advice in the following area:
Services Investment Planning
Services SUPERANNUATION PLANNING
Services RETIREMENT PLANNING
Services Wealth Building Strategies
Services Finance Procurement
Services Property Investment
Services Insurance
DEVELOPMENTS
LOCATIONS
Australia Head Office:
Phone: +61 3 9067 6000
Address: Level 7/80 Dorcas Street, Southbank, VIC 3006
Email: admin@summitwealthservices.com.au
Website: https://summitwealthservices.com.au
Office Hours: Monday - Friday: 9:00am - 5:00pm
