A PERSONALISED APPROACH
We’re an advisory firm that specialises in developing long-term strategies to help you achieve your financial and life goals.
 
A PERSONALISED APPROACH
We’re an advisory firm that specialises in developing long-term strategies to help you achieve your financial and life goals.

How We Help You


Our strategic wealth management services ensure you’re in good financial shape.

We can help you with wealth protection, superannuation, retirement planning, cash flow, investment management, tax minimisation and estate planning.


How We Help You

Our strategic wealth management services ensure you’re in good financial shape.

We can help you with wealth protection, superannuation, retirement planning, cash flow, investment management, tax minimisation and estate planning.


What Our Clients Say

  • Nada
    Roman has a very clear and calm way of explaining his advice and answering our questions. He is prompt in responding to our queries and extremely helpful when we are stuck or unsure of what to do. I feel that he also listens and endeavours to understand our individual wishes for our financial future. He has a very friendly and reassuring manner that enables us to feel very comfortable to ask anything. He follows up and follows through always. I would not hesitate to recommend.
    Nada
    46 - 55 years, Newhaven, VIC
  • John
    I had the pleasure of working with Roman Zemlinsky who exceeded all of my expectations. from the very first meeting, I felt comfortable and confident in Roman's expertise and guidance. most importantly his profound experiences in his field. Roman took time to understand my financial and retirement goals and provided tailored advice to help me reach them. He was knowledgeable in a range of areas including investing, budgeting, and retirement planning, and always presented information in an easy-to-understand way. One of the things I appreciated most about Roman was his transparent approach. He clearly communicated his fees and never pushed any products or services that were not in my best interests. Instead, Roman always had my financial well-being as his top priority. Roman consistently went above and beyond to ensure that I was comfortable with every decision I made, he is always available to answer any questions I had and provided updates on my financial plan in a timely manner. I highly recommend Roman Zemlinsky to anyone in need of financial/retirement advice. He is way professional, knowledgeable, and truly care about his clients. If you're looking for an adviser who will put your best interests first, look no further that Roman Zemlinsky. I feel so lucky to have Roman as my adviser since we met!"
    John
    6 - 65 years, Balwyn, VIC
  • Chelsea
    Roman is the best financial adviser I have worked with over the past 20 years. He is highly professional, extremely knowledgeable, completely trustworthy and provides sound and educated advice. I have used Roman for all my super needs, insurances, general tax advice and loans. His advice has always paid off with healthy returns and cost-effective options. I recommend Roman to everyone as I could not be happier. He is a safe pair of hands.
    Chelsea
    46 - 55 years, Melbourne, VIC
  • Tony
    I always find Roman explains everything in detail to ensure my understanding on how he invests my funds. Roman makes time to get to know me & my needs every time we meet.
    Tony
    56 - 65 years, Heatherton, VIC
  • Vanessa
    Roman has always been proactive, and responsive to specific needs. Detailed in his analysis and feedback. Feeling more comfortable about my current financial position as result of his advice and assistance.
    Vanessa
    46 - 55 years, MacLeod, VIC
 

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Contact Us

Phone: 1300593393
Email: info@summitwealthpartners.com.au

We’re ready to help you achieve your financial and life goals.

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