About us

About us



Core Values


Integrity

We aspire to conduct every interaction with our clients with the actions it takes to deliver integrity. These actions involve consistency in delivery of service, accuracy in advice and work provided and above all else honesty in dealing with our clients.

Accountability

As finance professionals we view accountability as being a key value to conducting business. Clients depend on our services to help nurture their investment to ultimately achieve their individual investment goals, whether this be preparing for a short term goal such as buying an investment property or creating enough value in their portfolio for a comfortable retirement.

Communication

Key to bringing any strategy together or achieving goals for a client is great communication. Communication ties other core values together and provides a quality service that clients are able to rely upon.

We specialise in:


Australian Equities

Trade Australian Equities with the confidence, security and peace of mind via your Summit Wealth Management trading account knowing they are held under the Australian

Exchange Traded Funds (ETF’s)

Exchange Traded Funds (ETF’s) offer investors the ability to access an ever increasing product mix to add to their portfolios. ETF’s now offer access to

Managed Investment Account Service

Managed Investment Account Service (MIAS)   Under a MIAS structure, each client opens an account and subscribes to the investment scheme or model portfolio as

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