Your Partner in building wealth

Managing and growing your wealth can be a complex task. There are tax and investment issues, also legislative requirements, as well as key questions to consider - such as, how much will you need to retire on and where to invest. Understanding both superannuation and investment principles requires specialist knowledge and skill.

Establishing a financial plan is the first step towards achieving financial security. A qualified Financial Adviser from Summit Financial Strategies can help you to assess your current position, articulate your goals, then recommend a course of action - a financial plan.

A good financial plan needs to take into account your tolerance for investment risk, taxation law, superannuation regulations, social security rules, your age and the planned timing of your retirement, insurance needs, estate planning needs and current investments. It should also consider your lifestyle ambitions (both now and for retirement), together with your current and future financial commitments.

Finally, a financial plan should draw a map on how to achieve your goals and objectives. It should make recommendations on financial products that will help you build your wealth, suggest suitable investment strategies, and insurance protection designed for your individual needs.

Good financial advice is the key to ensuring you have considered all the factors need, to meet your lifestyle objectives.

No matter what your stage in life, the Summit Financial Advisers are all well-qualified to help you build and protect your wealth. Our range of professional services include:

• Evaluate your financial position to identify your protection, retirement and investment needs.
• Explain fundamental investment concepts that apply to your situation.
• Determine the best strategy to meet your goals and objectives.
• Select appropriate investment products in a cost-effective manner.
• Provide an ongoing review of your financial situation and, where necessary, recommend amendments to reflect changes in your circumstances.
• Advise you of your options in regard to tax concessions and retirement benefits.
• Keep you abreast of legislative changes that may affect your investments.
• Provide ongoing support, including answering any queries you have about your investments.

Summit Financial Strategies Pty Ltd provide professional advice on all aspects of financial planning - including:

- Corporate Superannuation - Investment Strategies - Retirement planning - Personal Superannuation Gearing: borrowing money to invest - Retirement income streams - Wealth accumulation - Tax-effective investments - Protecting your wealth strategies

Summit Financial Strategies Pty Ltd is a Corporate Authorised Representative ( No. 304821) of My Adviser Pty Ltd AFSL 238307.