Financial Planning
Summit
Wealth Partners
Director: Roman Zemlinsky
Guardian
Wealth Partners
Director: Damien Daviot
The cornerstone of any great financial plan will always start with what is important to you and your family. Because no two financial situations are the same we invest our time in understanding what drives and motivates you. As cliché as it sounds, we want to hear about your hopes and dreams. From here we walk you through the process, not moving forward until you are completely comfortable.
Let’s face it, for most people dealing with superannuation, insurances, mortgages, etc. is not the most exciting thing to do. If only you could partner with a company that would keep on top of all of this for you. How much easier would your life be? At Guardian Wealth Partners and Summit Wealth Partners, they are passionate about finance so you don’t have to be.