Summit_FP_Services_Infographic_FINAL-1.pdf

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.

1. SUMMIT FINANCIAL
PLANNING
Comprehensive Financial Services for Australian Professionals
OUR CORE SERVICES
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CASHFLOW & WEALTH
CREATION
Master Your Money Flow
Income optimisation strategies
Expense analysis and control
Automated savings systems
Investment portfolio development
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SUPERANNUATION &
RETIREMENT
Maximise Your Retirement Wealth
Transition to retirement strategies
SMSF establishment and management
Superannuation consolidation
Tax minimisation through super
Pension optimisation
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RISK MANAGEMENT &
PROTECTION
Protect What You've Built
Life, TPD & income protection insurance
Business & key person insurance
Estate planning & asset protection
Trauma insurance strategies
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DEBT & TAX OPTIMISATION
Turn Debt Into Wealth
Debt recycling strategies
Mortgage refinancing & optimisation
Tax minimisation planning
Offset & redraw facility strategies
WHO WE SERVE

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Medical Professionals &
Healthcare Workers
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Business Owners &
High Income Earners
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Young Families &
First Home Buyers
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Public Sector Employees
& Teachers
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Tradespersons &
Skilled Workers
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Retirees &
Pre-Retirees
WHY CHOOSE SUMMIT FINANCIAL
PLANNING?
3 10+ Years Industry Experience 3 Licensed Financial Advisors (AFSL)
3 Certified Financial Planner Members 3 SMSF Specialists
3 Nationwide Service Across Australia 3 Transparent Fee Structures
GET IN TOUCH
Address: Suite 59, 10-20 Gwynne Street, Cremorne VIC 3121
Phone: [phone]
Website: summitfp.com.au

3. IMPORTANT LEGAL INFORMATION
Corporate Authorised Representative
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.
General Information Only
The information provided in this document is general in nature and does not constitute personal financial advice. This information
does not take into account your personal objectives, financial situation or needs.
Professional Advice Recommended
We strongly recommend that you consult with a licensed financial adviser and obtain a copy of the relevant Product Disclosure
Statement (PDS) and Target Market Determination before making any financial or investment decisions.
Information current as at October 2025 and subject to change. While the information provided is believed to be accurate at the time
of compilation, it is selective and may not be complete for your particular purposes.