Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus
Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus
Summit Financial Planning provides comprehensive financial planning services to professionals, young families, and high-income earners across Australia. With over 10 years of experience, we specialise in cashflow optimisation, superannuation strategies, retirement planning, risk management, and debt optimisation. Our licensed financial advisers help clients navigate complex financial decisions including Self Managed Super Fund (SMSF) establishment, transition to retirement strategies, debt recycling, investment planning, and estate planning. We work with medical professionals, business owners, public sector employees, and other professionals to create tailored wealth-building strategies. Services include: - Comprehensive financial planning and cashflow analysis - Superannuation and retirement planning (including SMSF setup) - Risk management through life, TPD, and income protection insurance - Debt recycling and tax optimisation strategies - Investment planning and portfolio management - Estate planning and wealth protection Important Licensing Information: Summit Financial Planning Pty Ltd ABN 28 856 289 615 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 ABN 23 065 921 735. Compliance Note: This business provides general financial advice only. We recommend consulting with our licensed financial advisers for personal advice that considers your individual objectives, financial situation, and needs.
Australie
Jeremy has a wealth of knowledge and is incredibly professional in his approach. Took the time to understand my goals and came up with a plan in which he communicated to me very clearly. I am very grateful for the support and would absolutely recommend.
I’ve been working with Jeremy for the past year, and I can honestly say he’s been outstanding. He takes the time to really understand my goals and explains everything clearly, without any jargon or pressure. Jeremy’s advice has been practical, transparent, and genuinely tailored to my situation.
Jeremy is a great advisor. He’s’ friendly and down to earth and great at explaining technical financial terms. We worked through my goals and he developed a plan. I now feel confident about where my finances are heading.
He gave me great options about how i could invest my super in alternative ways to the standard super funds.
Jeremy helped me with optimising my tax and debts and I was completely blown away. He took the time to explain everything in plain English and at all times I felt comfortable enough to ask questions what I wasn’t confident in my understanding.
This man is elite and his knowledge is incredible. Very happy we connected and looking forward to working together long term!
Jeremy at summit financial planning sure knows his stuff. I had some hard hitting questions that he knew the answer to and has helped me align my future financailly. I highly recommend anyone that wants to know about money to speak to this wizard. Thank you Jeremy
Réponse : Summit Financial Planning
Thanks so much Jake! It's been such a pleasure working with you.
Tout le monde peut écrire un avis Trustpilot. Les auteurs d'avis peuvent les modifier ou les supprimer à tout moment et les avis sont affichés tant que les comptes utilisateurs respectifs sont actifs.
Les entreprises peuvent utiliser nos invitations automatiques pour collecter des avis. Ils sont accompagnés du statut « Vérifié » pour indiquer qu'il s'agit d'expériences authentiques.
En savoir plus sur les différents types d'avis.
Nous avons des personnes dédiées et des technologies intelligentes pour nous aider à protéger notre plateforme. Découvrez comment nous combattons les faux avis.
En savoir plus sur le parcours des avis sur Trustpilot.
La vérification permet de s'assurer que des personnes réelles écrivent les avis que vous lisez sur Trustpilot.
Offrir des incitatifs en échange d'avis ou demander des avis de manière sélective peut fausser le TrustScore, ce qui va à l'encontre de nos conditions d'utilisation.
