Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
Summit Financial Planning provides comprehensive financial planning services to professionals, young families, and high-income earners across Australia. With over 10 years of experience, we specialise in cashflow optimisation, superannuation strategies, retirement planning, risk management, and debt optimisation. Our licensed financial advisers help clients navigate complex financial decisions including Self Managed Super Fund (SMSF) establishment, transition to retirement strategies, debt recycling, investment planning, and estate planning. We work with medical professionals, business owners, public sector employees, and other professionals to create tailored wealth-building strategies. Services include: - Comprehensive financial planning and cashflow analysis - Superannuation and retirement planning (including SMSF setup) - Risk management through life, TPD, and income protection insurance - Debt recycling and tax optimisation strategies - Investment planning and portfolio management - Estate planning and wealth protection Important Licensing Information: Summit Financial Planning Pty Ltd ABN 28 856 289 615 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 ABN 23 065 921 735. Compliance Note: This business provides general financial advice only. We recommend consulting with our licensed financial advisers for personal advice that considers your individual objectives, financial situation, and needs.
Australia
4,2
6 anmeldelser
Ingen anmeldelsesinvitasjoner er registrert
Denne virksomheten har ikke oppfordret kundene, og anmeldelser er derfor kanskje ikke representative
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
just did a quite complex tax return at Clare SA, Bernie was very proficient in her knowledge and was one step ahead of everything. simplifying the process making it an easy process. lived in Clare for 15 years, and this is by far the best accountant i have dealt with. highly recommended
Jeremy has a wealth of knowledge and is incredibly professional in his approach. Took the time to understand my goals and came up with a plan in which he communicated to me very clearly. I am very grateful for the support and would absolutely recommend.
I’ve been working with Jeremy for the past year, and I can honestly say he’s been outstanding. He takes the time to really understand my goals and explains everything clearly, without any jargon or pressure. Jeremy’s advice has been practical, transparent, and genuinely tailored to my situation.
Jeremy is a great advisor. He’s’ friendly and down to earth and great at explaining technical financial terms. We worked through my goals and he developed a plan. I now feel confident about where my finances are heading.
He gave me great options about how i could invest my super in alternative ways to the standard super funds.
Jeremy helped me with optimising my tax and debts and I was completely blown away. He took the time to explain everything in plain English and at all times I felt comfortable enough to ask questions what I wasn’t confident in my understanding.
This man is elite and his knowledge is incredible. Very happy we connected and looking forward to working together long term!
Jeremy at summit financial planning sure knows his stuff. I had some hard hitting questions that he knew the answer to and has helped me align my future financailly. I highly recommend anyone that wants to know about money to speak to this wizard. Thank you Jeremy
Svar fra Summit Financial Planning
Thanks so much Jake! It's been such a pleasure working with you.
Alle kan gi tilbakemelding på Trustpilot. De som skriver en anmeldelse, har rett til når som helst å redigere og slette den. Enhver publiserte anmeldelse er synlig så lenge en tilknyttet konto er aktiv.
Virksomhetene kan automatisk be kundene om anmeldelser, og disse blir bekreftet som faktiske opplevelser.
Lær mer om andre slags anmeldelser.
Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.
Lær om anmeldelsesprosessen på Trustpilot.
Verifisering kan bidra til å sørge for at anmeldelsene du leser på Trustpilot, er skrevet av faktiske personer.
Det kan gi en skjev TrustScore å tilby belønning for eller be bare enkelte kunder om å skrive en anmeldelse, og dette går imot retningslinjene våre.
