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Let's discuss how we can help you reach your financial summit.
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Why Successful Families Choose Summit Wealth Group
Truly Independent
No bank ownership, no product bias. Our advice is based solely on what's best for your family's financial future.
Proven Results
98% client retention rate and $2.1B+ in assets under management prove our strategies work for Australian families.
Personal Attention
Boutique service model means you're a name, not a number. Direct access to your adviser when you need it most.
Limited Availability – Book Now
We only accept a limited number of new families each quarter to maintain our boutique service standard. Don't wait – secure your strategy session today.
Frequently Asked Questions
Everything you need to know about working with us
What happens in the complimentary strategy session?
We'll spend 90 minutes reviewing your current financial position, discussing your goals, and identifying opportunities to optimize your wealth. You'll leave with actionable insights and a clear understanding of how we can help, with no pressure to proceed.
Do you charge for the initial consultation?
No, your initial strategy session is completely complimentary. We believe you should understand the value we can provide before making any financial commitment. There are no hidden fees or obligations.
What should I bring to the meeting?
We'll send you a preparation checklist after booking, but generally bring recent superannuation statements, investment summaries, insurance policies, and any financial goals or concerns you'd like to discuss. Don't worry if you don't have everything – we can work with what you have.
Do you only work with high-net-worth clients?
We work with Australian families at all wealth levels who are serious about optimizing their financial future. Whether you're just starting to build wealth or managing significant assets, our strategies can benefit you. The consultation will help determine if we're a good fit.
Can we meet virtually or in person?
We offer both options. Our Brisbane office is available for in-person meetings, but we also conduct comprehensive virtual sessions for clients across Australia. Many clients find virtual meetings just as effective and more convenient.
Success Story
See how we've helped families like yours
"The strategy session was incredible – we discovered we were paying $15,000 more in tax than necessary and our super wasn't optimized at all. Six months later, we're on track to retire 3 years earlier than planned."
Emma & David K.
Healthcare Professionals