Business key person, shareholder and business loan protection
Personal life, mortgage, income protection, medical and trauma, KiwiSaver
Employee benefits, group life and disability, medical
To ensure our clients have the best possible service in all aspects of their insurance, we work with Fire & General specialists, who tailor make solutions to protect your personal and business assets.
FIRE & GENERAL
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.
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.
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.
Call: 027 598 0109
FSP Registration No.66386
Call: 021 273 0960
FSP Registration No.485986
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.
I joined the Summit team in 2019, bringing previous administration experience and I pride myself on providing excellent customer service.
Call: 03 398 3804
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
Call: 022 302 0954
FSP Registration No.660671
Call: 09 302 7141
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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