Online consultation, Melbourne, Cremorne, VIC
Summit Financial Planning, Cremorne, VIC
Opening Hours
Closed now, Opens in 10 hours
| Monday | 7:00 am - 7:00 pm |
| The hours on King's Birthday might differ | |
| Tuesday | 7:00 am - 7:00 pm |
| Wednesday | 7:00 am - 7:00 pm |
| Thursday | 7:00 am - 7:00 pm |
| Friday | 7:00 am - 7:00 pm |
| Saturday | 7:00 am - 7:00 pm |
| Sunday | 7:00 am - 7:00 pm |
updated on 10/10/2025 by Terry Worsfold
Opening Hours
Closed now, Opens in 10 hours
| Monday | 7:00 am - 7:00 pm |
| The hours on King's Birthday might differ | |
| Tuesday | 7:00 am - 7:00 pm |
| Wednesday | 7:00 am - 7:00 pm |
| Thursday | 7:00 am - 7:00 pm |
| Friday | 7:00 am - 7:00 pm |
| Saturday | 7:00 am - 7:00 pm |
| Sunday | 7:00 am - 7:00 pm |
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Description
Expert financial planning for professionals and high-income earners across Australia. Specialising in SMSF property investment, retirement strategies, and wealth management. Licensed advisers delivering personalised solutions for medical professionals, executives, and families seeking financial security.
Company description
Summit Financial Planning delivers comprehensive, client-centric financial advice to professionals and high-net-worth individuals across Australia.
Our advisors specialize in sophisticated wealth management strategies for medical professionals, senior executives, business owners, and high-income earners seeking advanced tax planning and superannuation optimization. We provide evidence-based advice aligned with each client's unique circumstances and long-term objectives.
Core expertise includes:
- Self-Managed Super Fund establishment, compliance, and strategic management
- Advanced superannuation strategies including Division 293 tax mitigation, carry-forward contributions, and transition to retirement optimization
- SMSF property investment structuring and limited recourse borrowing arrangements
- Comprehensive retirement planning and pension phase strategies
- Debt recycling and tax-effective wealth accumulation
- Estate planning with superannuation and binding death benefit nominations
- Insurance strategy including TPD, income protection, and life insurance inside super
- Centrelink optimization and aged care financial planning
- Business succession planning and wealth transfer strategies
We combine technical expertise with personalized service delivery, ensuring our clients receive strategies that address both current needs and future goals. Our approach prioritizes transparency, education, and ongoing relationship management.
Summit Financial Planning Pty Ltd ABN 28 856 289 615 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892.
Categories & Keywords
- Financial Planning Services
- Financial Planning
- Business Succession Planning
- Financial Advisor
- Investment Portfolio Management
- Financial Planner
- Retirement Planning Strategies
- Estate Planning
- SMSF Property Investment
- Financial Adviser Melbourne
- Superannuation advice melbourne
- Wealth Management
- SMSF setup and management
- self managed super fund advice
- transition to retirement planning
- debt recycling strategies
- Centrelink optimisation advice
- salary sacrifice strategies
- Division 293 tax planning
Service Areas
- Australia
- Sydney
- Melbourne
- Tasmania
- Hobart
- Perth
- Adelaide
- Darwin
Foreign languages spoken
- English
Official Data
Official Name
Summit Financial Planning
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