Summit Financial work with clients throughout New Zealand and have offices in Tauranga and Wanaka

Level 2, Brownston House

21 Brownston St, Wanaka 9305

Call: 03 398 3804

Email: insurance@summitfinancial.co.nz

summitfinancial.co.nz

43 Waikaraka Drive West

Te Puna, Tauranga 3174

Call: 09 302 7141

Email: insurance@summitfinancial.co.nz

summitfinancial.co.nz

Unit 7, 12 Frederick Street,

Wanaka 9305

Call: 03 443 7321

Email: info@besure.co.nz

beSure.co.nz

YOU ONLY LIVE ONCE...FALSE.

YOU LIVE EVERYDAY, YOU ONLY DIE ONCE!

Business key person, shareholder and business loan protection

BUSINESS

Personal life, mortgage, income protection, medical and trauma, KiwiSaver

PERSONAL

EMPLOYEES

Employee benefits, group life and disability, medical

EMPLOYEES

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

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.

Call: 027 598 0109

Email: peterm@summitfinancial.co.nz

FSP Registration No.66386

Disclosure Statement

Call: 021 273 0960

Email: corinne@summitfinancial.co.nz

FSP Registration No.485986

Disclosure Statement

Laurel King

BROKER 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

BROKER SUPPORT

     

I joined the Summit team in 2019, bringing previous administration experience and I pride myself on providing excellent customer service.

 

Call: 03 398 3804

Email: laura@summitfinancial.co.nz

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

 

Call: 022 302 0954

Email: matt@summitfinancial.co.nz

FSP Registration No.660671

Disclosure Statement

Call: 09 302 7141

Email: laurel@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

I was referred to Peter Morrison & his team at Summit Brokers more than 20 years ago by a close friend. At the time my personal insurance cover was a little untidy & I never quite new what cover I had in place. I also ran a small business which required various insurances to be in place. Peter was able to offer the most comprehensive answers to all insurance cover that I should have and at the best market pricing. 20 years later Peter is still the go to man for my family & business insurance requirements.He has become a very good friend & mentor along the way. Any claims have been handled efficiently by him & his excellent staff & they are always a pleasure to deal with. I have no hesitation in recommending Summit Brokers to people/businesses requiring guidance with their insurance requirements.
Paul Smit, Customs Solutions 2007 Limited
 

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