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Summit Financial Strategies Pty Ltd (Summit) is a financial services group. We offer our clients a range of financial services such as Financial Consultations, Finance Structures, Home and Investment Loans.
All of the Summit consultants are highly experienced and trained in financial matters. Each consultant has a background of high achievement in his or her respective specialist areas.
The Director of Summit Financial Strategies, Andrew Bird has had an extensive career in Finance, Banking and Investments. The aim for Summit is to provide clients with a broad based finance and investment advice service that is independant of the financial institutions.
Summit has developed sound finance structures, information brochures and strong relationships with real estate agents to assist clients who seek to invest in property. Our well researched publication Property for Profit - Understanding Property Investment is designed to answer clients most commonly asked questions about property investing.
Summit's ongoing commitment to improve both their own and their clients understanding of the benefits of property has seen close ties forged with Quantity Surveyors who can assist investors in maximising the deductability of their property - both new and old.
Summit Financial Strategies presents a combined wealth of knowledge and proven experience to provide personal service and make an exceptional difference in the lives of their clients.
From assistance with personalised financial plans and Superannuation to arranging loans and finance, from structuring the best investment strategies to building property portfolios, Summit Financial Strategies offer personal service that gets results.
The team at Summit Financial Strategies invite you to read some of their clients' testimonials and consider how you too can secure your financial future.
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