Capability Statement

Our Expertise

Summit Wealth Group is a leading financial planning practice with extensive experience in delivering tailored financial solutions to successful Australians. Our team combines deep technical expertise with a personal approach to help clients achieve their financial goals.

Core Services

• Comprehensive Financial Planning
• Investment Management and Portfolio Construction
• Retirement Planning and Superannuation Advice
• Estate Planning and Wealth Transfer Strategies
• Tax Structuring and Optimization
• Insurance and Risk Management

Our Approach

We believe that successful financial planning requires a deep understanding of each client's unique circumstances, goals, and values. Our structured approach ensures comprehensive analysis and tailored solutions.

Discovery & Analysis

Comprehensive review of your current financial position, goals, and risk tolerance.

Strategy Development

Creation of tailored strategies aligned with your objectives and circumstances.

Implementation

Seamless execution of recommended strategies with ongoing support.

Review & Optimize

Regular reviews to ensure strategies remain aligned with changing circumstances.

Professional Credentials

Jeffrey Munro and Tyrol Holdings Pty Ltd ATF Tyrol Investment Trust T/A Summit Wealth Group are Authorised Representatives of Consultum Financial Advisers Pty Ltd.

Australian Financial Services Licensee (AFSL 230323). Offices at Suite 3, Level 8, 309 Kent St Sydney NSW 2000.

Our advisers hold relevant qualifications and maintain ongoing professional development to ensure the highest standards of advice and service delivery.

Why Choose Summit Wealth Group

Tailored Solutions: Every strategy is customized to your unique circumstances and goals.

Ongoing Partnership: We build long-term relationships focused on your success.

Transparent Process: Clear communication and documentation throughout our engagement.

Professional Excellence: Committed to the highest standards of professional advice and service.