YOU ONLY LIVE ONCE...FALSE.
YOU LIVE EVERYDAY, YOU ONLY DIE ONCE!
" Thank you for your help with the recent changes to our insurance policies. We always find that each member of staff we deal with at Summit always go above and beyond to reply quickly and resolve any queries we have. "
Anna Allan
Key person insurance, shareholder buyout insurance and business loan protection insurance
BUSINESS
Personal life insurance, mortgage protection insurance, income protection insurance, medical and trauma insurance, KiwiSaver
PERSONAL
EMPLOYEES
Employee benefits, group life insurance, disability and medical insurance, KiwiSaver
OUR SERVICE
Summit Financial Group are firm believers that insurance should work for you. To provide the correct cover and the best service, we need to get to know you first and put your requirements over all else.
At Summit Financial Group Ltd we help our clients “protect and grow their wealth”. We specialize in personal and business insurance planning and advice. Our client well being is not just our focus, it’s our total commitment.
ABOUT US
Peter Morrison
DIRECTOR/REGISTERED FINANCIAL ADVISER
After 37 yrs in business I am still passionate and totally committed to looking after the needs of our clients. My mantra is still building clients for life and we stand 100% behind that 24/7.
Corinne Mudge
DIRECTOR/GENERAL MANAGER
I pride myself in quick and efficient service and enjoy communicating with all clients to make sure that when the unthinkable happens we have their back and make the claims process as smooth as possible.
Matt Campbell
REGISTERED FINANCIAL ADVISER
New to the Summit team, but bringing over 7 years experience in Financial Service industry. My number 1 focus is our clients needs and making sure we have them covered in any situation, ensuring they get the best possible service and building a great long term relationship with them
Jamie Laycock
REGISTERED FINANCIAL ADVISER
I have just joined the Summit team, bringing 3 years of banking experience. I aim to build strong client relationships, by providing great service and efficient communication.
Laurel King
ADVISER SUPPORT
With significant administrative experience across a number of industries, I joined the company in February 2016. I was introduced to the world of insurance where no day is the same and am proud to be part of a team that’s passionate about what they do.
Laura Ross
ADVISER SUPPORT
I joined the Summit team in 2019, bringing previous administration experience and I pride myself on providing excellent customer service.
Call: 021 456 740
Email: jamie@summitfinancial.co.nz
FSP Registration No.771491
Disclosure Statement
Call: 09 302 7141
Email: laurel@summitfinancial.co.nz
Call: 03 398 3804
Email: laura@summitfinancial.co.nz
CONTACT US
Take the time to look at what we can offer and meet our team. With us you're not just a number, but you can ring ours any time! We look forward to hearing from you
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