About us

We put our clients first in everything we do

Our success rests on us taking the time to understand our clients’ personal and financial goals to provide the most appropriate products, solutions and services to meet those goals.

With over 25 years of experience in the financial services industry our clients think of us the same way they think of an accountant, financial planner or solicitor.

We take an holistic approach to helping our clients achieve long term wealth success, whether this be by working closely with your existing professional advisers, or by leveraging our strong relationships with professional specialists including accountants, tax advisers, financial planners, insurance specialists, legal experts and vendor and buyer advocates.

We have access to a diverse range of competitive products from over 20 lenders who provide a wide range home loans, investment loans, commercial loans, equity loans, overdrafts and motor vehicle and asset finance products.

At Summit Finance Group we value our relationship and take pride in helping all our clients, whether you are a first home buyer, looking to upgrade or downsize your home or are a seasoned investor, Summit Finance Group would be delighted to help you achieve your goals.

 David Steere Managing Director

Want to know more?

The team at Summit Finance Group are here to help.
Simply get in contact with us and book your free consultation.

PRODUCTS & SERVICES

As a client of Summit Finance Group you have access to a wide range of products and services to meet your needs either directly or via our trusted strategic partners. Products and services available to Summit Finance Group clients include:

  • Home Loans
  • Bridging Loans
  • Investment Loans
  • Commercial Property Loans
  • Self-Managed Superannuation Fund Loans
  • Motor Vehicle Finance
  • Overdrafts
  • Plant and Equipment Finance
  • Credit Cards
  • Home and Contents Insurance
  • Investment Property Insurance
  • Landlord Insurance
  • Motor Vehicle Insurance
  • Caravan and Boat Insurance
  • Life Insurance
  • Total and Permanent Disability Insurance
  • Trauma Insurance
  • Income Protection Insurance
  • Mortgage Protection Insurance