Our Services
Tailored advice for every stage of your journey
Retirement Planning
Make the most of superannuation and secure the lifestyle you deserve with strategic retirement planning.
Investment Management
Evidence-based portfolios designed to weather every season and maximize long-term growth.
Tax Structuring
Keep more of what you earn with smart, compliant tax strategies and efficient structures.
Estate Planning
Protect your legacy and support future generations with comprehensive estate planning.
Our Approach
A proven framework that puts you first
Summit Wealth Group helps Australians move from uncertainty to clarity with straightforward financial advice that works.
We combine deep technical knowledge, disciplined portfolio construction and a passion for helping people live the life they choose.
Holistic Financial Planning
Comprehensive strategies that address all aspects of your financial life.
Evidence-Based Investing
Investment strategies backed by academic research and proven methodologies.
Ongoing Partnership
Continuous support and guidance as your life and goals evolve.
Client Stories
Real results from people like you
"Summit Wealth took the time to understand our goals and we've never felt more in control of our future. Their holistic approach has transformed how we think about money."
James & Olivia P.
Retirees
"The investment strategy is clear, the reporting is transparent, and the results speak for themselves. David's guidance during market volatility has been invaluable."
Martin L.
Business Owner
"Having David on hand during a complicated company sale saved us hundreds of thousands in tax. The strategic advice was worth every penny."
Samantha K.
Entrepreneur
"It's rare to find advisers who genuinely care. The team feel like partners in our journey, not product pushers. Highly recommend to anyone serious about their finances."
Rachel & Thomas B.
Young Professionals