HERE’S HOW WE CAN HELP YOU
We pride ourselves on providing a unique solution based on your situation. With us, we’re confident you will achieve your financial goals.
Wealth Protection
Creating wealth starts with protecting what you have and are working towards.
It’s commonplace to protect your house, car and other valuables and your financial freedom shouldn’t be any different.
We will ensure you’re protected against injury, illness or world events and that you’re not relying on your savings to cover unplanned situations that can cause financial hardship.
We can help you with:
- Life cover
- Total and permanent disability cover
- Trauma cover
- Income Protection
Wealth Protection
Creating wealth starts with protecting what you have and are working towards.
It’s commonplace to protect your house, car and other valuables and your financial freedom shouldn’t be any different.
We will ensure you’re protected against injury, illness or world events and that you’re not relying on your savings to cover unplanned situations that can cause financial hardship.
We can help you with:
- Life cover
- Total and permanent disability cover
- Trauma cover
- Income Protection
Superannuation
Superannuation (or super) is the money you set aside to fund your retirement later in life.
While most people have an understanding of what super is, many have no idea how much retirement will actually cost.
That’s why we will work with you to educate you on your current situation and help you best utilise your super for when you need it most.
We can help you with:
- Superannuation advice
- Wrap and master trust platforms
- Self-managed super funds
Superannuation
Superannuation (or super) is the money you set aside to fund your retirement later in life.
While most people have an understanding of what super is, many have no idea how much retirement will actually cost.
That’s why we will work with you to educate you on your current situation and help you best utilise your super for when you need it most.
We can help you with:
- Superannuation advice
- Wrap and master trust platforms
- Self-managed super funds
Retirement Planning
When do you want to retire?
The only way to understand how much your retired life will cost is by knowing when you want to retire and how you plan on spending your time.
Giving your children money, regularly travelling, and having an active social life should be encouraged but your expenses can add up quickly.
That’s why we will work with you to reverse-engineer a retirement plan that allows you to retire confidently.
Retirement Planning
When do you want to retire?
The only way to understand how much your retired life will cost is by knowing when you want to retire and how you plan on spending your time.
Giving your children money, regularly travelling, and having an active social life should be encouraged but your expenses can add up quickly.
That’s why we will work with you to reverse-engineer a retirement plan that allows you to retire confidently.
Cash Flow & Income Strategies
To achieve your financial and life goals, you need good cash flow management and a savings strategy.
Often it’s high-income earners who have lax financial management and have no idea where their money is going.
So, we’ll work with you to get an accurate read on your cash flow and develop strategies to enable your money to work for you (not against you).
We can help you with:
- Budgeting advice
- Cash flow management
- Tax minimisation
Cash Flow & Income Strategies
To achieve your financial and life goals, you need good cash flow management and a savings strategy.
Often it’s high-income earners who have lax financial management and have no idea where their money is going.
So, we’ll work with you to get an accurate read on your cash flow and develop strategies to enable your money to work for you (not against you).
We can help you with:
- Budgeting advice
- Cash flow management
- Tax minimisation
Investment Management
Having a diversified investment portfolio is a solid strategy to maintain and increase your wealth.
However, it’s not as simple as just investing in anything or everything. There’s a level of risk when investing and understanding the good from the bad is paramount to taking your wealth to the next level.
We’ll work with you to ensure you have the education and knowledge to make informed and intelligent investment decisions.
We can help you with:
- Investment education
- Risk profiling
- Portfolio construction
- Ongoing investment management
- Managed funds, investment bonds and directly held portfolios
Investment Management
Having a diversified investment portfolio is a solid strategy to maintain and increase your wealth.
However, it’s not as simple as just investing in anything or everything. There’s a level of risk when investing and understanding the good from the bad is paramount to taking your wealth to the next level.
We’ll work with you to ensure you have the education and knowledge to make informed and intelligent investment decisions.
We can help you with:
- Investment education
- Risk profiling
- Portfolio construction
- Ongoing investment management
- Managed funds, investment bonds and directly held portfolios
Tax
Our financial planners are qualified tax (financial) advisors and have the know-how to navigate the complexities of taxation on your behalf.
Because of our accredited experience, we can help you reduce the amount of tax you pay and advise you on how to utilise tax to build your wealth.
We can help you with:
- Tax minimisation
- Tax effective investments
- Family and/or testamentary trusts and corporate structures
Tax
Our financial planners are qualified tax (financial) advisors and have the know-how to navigate the complexities of taxation on your behalf.
Because of our accredited experience, we can help you reduce the amount of tax you pay and advise you on how to utilise tax to build your wealth.
We can help you with:
- Tax minimisation
- Tax effective investments
- Family and/or testamentary trusts and corporate structures
Estate Planning
Estate planning is one of the most important areas of wealth management because family arrangements can be complex.
That’s why we take the time to understand your family situation and implement an estate plan that addresses your wants and avoids family disputes.
We will work with you and your legal advisors to create your will and power of attorney, to help ease family stress and confusion.
Superannuation does not automatically form part of your estate, and it is critical that you understand your beneficiary options, how your super will be taxed and what you can do about it.
We can help you with:
- Beneficiary nominations
- Minimising tax for beneficiaries
Estate Planning
Estate planning is one of the most important areas of wealth management because family arrangements can be complex.
That’s why we take the time to understand your family situation and implement an estate plan that addresses your wants and avoids family disputes.
We will work with you and your legal advisors to create your will and power of attorney, to help ease family stress and confusion.
Superannuation does not automatically form part of your estate, and it is critical that you understand your beneficiary options, how your super will be taxed and what you can do about it.
We can help you with:
- Beneficiary nominations
- Minimising tax for beneficiaries
Contact Us
Phone: 1300593393
Email: info@summitwealthpartners.com.au
We’re ready to help you achieve your financial and life goals.
Contact Us
Phone: 1300593393
Email: info@summitwealthpartners.com.au
We’re ready to help you achieve your financial and life goals.