How we can help you
We help people like you find the best loan for your individual circumstances.
Stress Less. Take Control.
Our role at Summit Financial Strategies is to help small business customers by fully understanding their financial situation, and to provide helpful solutions for all your financial needs.
With proven track record of success, a broad financial knowledge base and expertise – we can help in practical ways to help finance and grow your business.
How can we help?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
- Get started and set your family up for success
- Build wealth and pursue your goals
- Prepare for retirement and beyond
- Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Prepare for tomorrow, make the most of today.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.
Insights
How to get a home loan
What you need to apply for a home loan When you’re ready to formally apply, we’ll ask you questions —…
How to spring clean your business finances for summer
We’ve all heard that ‘cash is king’, but for small businesses in particular, it’s an all-powerful monarch. Kim Owen-Jones, General…
Navigating the property minefield
Given the ever-fluctuating landscape of Australia’s property market and the current uncertainty as to what to expect for interest rates,…
Upsizing, downsizing and rightsizing: Finding the best fit
We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for when you find the right…
What insurance do you need when buying a house?
When getting ready to buy property, there are many things to keep track of as settlement approaches. An important consideration…
Interest-only home loans
You may be considering an interest-only home loan because of lower initial repayments. Check the pros and cons before going…
