Referral Partners

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Financial Planning & Wealth Management

Summit Finance SA/NT understands the importance of building a dedicated and long-term relationship with their clients and by doing so also want to help these clients through all stages of their financial lives.

Specialist Financial Planning Advice

Superannuation

Corporate Plans
Government Co-Contribution
Lost Superannuation
Portfolio Construction
Salary Sacrifice
Self Managed Superannuation
Transition to Retirement
UK Pensions

Wealth

Salary Packaging
Coaching & Education
Investment Comparisons
Portfolio Construction
Review Existing
Savings Strategies
Wealth Planning

Retirement

Centrelink
Income
Income Streams
Investment Strategies

Estate Planning

Power of Attorney
Powers of Guardianship
Succession Planning
Wills

Personal Protection

Income Protection
Business Expenses
Trauma
Life Cover
Total & Permanent Disability

General Finance Assistance

General Insurance
Redundancies

To book your complimentary consultation please use Enquire Now button below

Enquire Now

Property Investment Partners

Are you a savvy investor or looking to start building your investment property portfolio to generate a passive income and create wealth for the life you are dreaming of beyond retirement.

Summit Finance SA/NT has partnered with Property Investment Companies aimed at helping everyday people and families transform their financial destiny. Regular workshops are offered geared at stepping you through the steps of becoming a savvy investor and how to create financial freedom.

They will discuss your investment budget and goals and provide you with a wide selection of new and modern investment properties to choose from. They will show you homes that are available in various locations around Australia with fixed price contracts, strong infrastructure and high capital growth potential.

These partner companies will be by your side from your initial meeting to handover. From the signing of your contracts they will then liaise with the Builder/Developer, Conveyancer, Quantity Surveyor and throughout the building inspection stages of the build.