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WELCOME TO

SUMMIT WEALTH SERVICES

20 Years of industry experience and have helped thousands of Australian families secure their retirement and financial goals.

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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:

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Services Investment Planning

Services SUPERANNUATION PLANNING

Services RETIREMENT PLANNING

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Services Wealth Building Strategies

Services Finance Procurement

Services Property Investment

Services Insurance

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.

LOCATIONS

Australia Head Office:

Phone: +61 3 9067 6000

Address: Ground Floor, 115 Gardenvale Road, Gardenvale VIC 3185

Email: admin@summitwealthservices.com.au

Website: https://summitwealthservices.com.au

Office Hours: Monday - Friday: 9:00am - 5:00pm

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Contact US