The Wealth Management Firm Built for Australian Families
Independent advice, proven results, and the personal attention you deserve – since 2015.
Trusted by Australia's Most Successful Families
Who We Are
The independent wealth management firm that puts your success first
At Summit Wealth Group, we believe every Australian family deserves the peace of mind that comes from a clear financial plan and a trusted guide.
We’re not your typical wealth management firm. We’re the independent alternative to the big banks and institutional advisers who treat you like a number, not a name.
Our advisers choose to work with a carefully selected number of families, allowing us to remain fiercely focused on your outcomes – not sales volume, not product quotas, just results that matter to you and your family.
Founded by advisers, for families who expect more.
Since 2015, we’ve built something different in the Australian wealth management landscape: a truly independent firm where your adviser’s only job is to help you succeed. No bank shareholders to please, no product manufacturer bonuses to chase – just honest, expert advice tailored to your unique situation.
Every decision we make, every recommendation we provide, every strategy we implement has one goal: helping you reach your financial summit with confidence, clarity, and peace of mind.
Truly Independent Advice
No bank ownership, no product bias. Our recommendations are based solely on what's best for you.
Boutique Service Model
Limited client numbers mean unlimited attention. You're a name, not a number.
Proven Track Record
Award-winning results and 98% client retention rate speak louder than promises.
Our Journey
From Brisbane startup to Australia's most trusted independent wealth firm
Founded in Brisbane
Summit Wealth Group opens its doors with a simple mission: provide truly independent financial advice to Australian families tired of being just another account number.
AFSL Granted
We secure our own Australian Financial Services Licence (AFSL 534857), cementing our independence and commitment to placing your interests first, always.
$500m Milestone Reached
Our first major milestone reflects the trust hundreds of families place in our proven process and personalized approach to wealth management.
National Service Launch
Remote-first service model launches, allowing us to guide families from Cairns to Hobart with the same premium, personalized experience.
Industry Recognition
Recognized by Wealth Professional as a top independent firm, validating our commitment to excellence and client-first approach.
$2.1B+ Assets Under Management
Trusted by 850+ Australian families with over $2.1 billion in assets, proving that independence and excellence create extraordinary results.
Your Journey Starts Here
Every summit has a starting point. Let us guide you to yours.
What Our Clients Say
Real results from families just like yours
"Summit Wealth didn't just manage our investments—they transformed our entire relationship with money. The peace of mind is priceless."
Margaret & Robert T.
Retired Educators
"After 15 years of managing our own investments, we wish we'd found Summit Wealth sooner. Their strategic approach has accelerated our path to financial independence."
Sarah & Michael L.
Business Owners