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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

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

Call: 022 302 0954

Email: matt@summitfinancial.co.nz

FSP Registration No.660671

Disclosure Statement

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

 

Our trusted insurance providers

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

16D Connelly Way

Cromwell 9310

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

1 Umbers Street,

Wanaka 9305

Call: 03 398 3804

Email: insurance@summitfinancial.co.nz

summitfinancial.co.nz