Summerhill Invest in Melbourne, Victoria, Australia | Financial planner

Summerhill Invest

Locality: Melbourne, Victoria, Australia

Address: Level 1, 530 Collins Street 3000 Melbourne, VIC, Australia

Website: linktr.ee/summerhillfs

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• Financial service
• Financial planner
• Financial consultant

20.01.2022 The team behind Summerhill are the key to our amazing client service and the valuable information that lands in our online community everyday. The face of client service in our business, is Margaret Coulter, our Client Service Manager. Margaret is there to help deal with the paperwork, while making our client's personal administration less of a burden. We're fortunate to have Margaret's decade of experience in the industry, plus she's a ninja at working from anywhere - COVID-...19 was not a problem for her A little bit about Margaret that you might not know: Loves to listen to music, read a book or watch TV Loves animals and would have many more if she had the time and space Two of the most beautiful places she has travelled to have been Pamukkale, Turkey and Monument Valley, USA She grew up in a small country town but is a city person at heart Has a Landcare forest named after her in Banyena, Victoria Studied a Diploma of Nutrition in 2020 in her free time Want to chat more with Margaret? You can find her in the My.Summerhill Community join at the link in our bio. #summerhillinvest #fintech #financialservices #investingtips

16.01.2022 " , ." These are wise words from our founder, Caroline Bell. It can be easy to get swayed by what's going on around us when trying to build wealth. We have life distractions and we have 'noise' that can pull us off track:... Market fluctuations due to events Fear inducing news headlines and stories Advice from family or friends Fear or greed influencing decision making That's why we always emphasise the need for having a clear 'why' - what are you saving for and when? Plus, a framework to get there. If you can reinforce it with some clear action taking and accountability, plus the power of investing, you have a roadmap for financial success. If you want to see how our clients achieve their goals, head over to My.Summerhill (link in our ) and join the free community we have created. We want to empower you to make better financial decisions, but you don't need to do it alone. See you in there #summerhillinvest #fintech #financialservices #investingtips

16.01.2022 "Alexander is very competent and is fully up to date with any regulation changes in the financial world. He is an extremely proactive and very good communicator. He is very approachable and responsive. He has integrity and is totally trustworthy." - Richard Alex normally gets called Alexander when he's in trouble, but in this instance, he'll happily accept it from Richard ... It's a daunting process getting advice, so we don't take feedback like Richard's lightly. We take a lot of pride in the feedback we get from our clients because it shows they understand the strategies we put in place for them and are happy with the results. What we talk to Richard about, is also what gets discussed in our online community. The reality is, we just can't work with everyone one-on-one - there aren't enough hours in the day. Our online community is a way of supporting our clients with further education, as well as members who aren't clients but need some financial guidance. Want to know more about My.Summerhill? Head to the link in our bio to find out more #summerhillinvest #fintech #financialservices #investingtips

03.01.2022 In 2020 we did some research on our client base. We wanted to see what sort results we had on average for our clients who were focused on building their wealth. We found over an average timeframe of 3.5 years: Average increase in net investment wealth was 74% Those on a formalised quarterly savings plan, average increase in net investment wealth was 106%... So what does that mean for you? It's important to know that you can meet your financial goals, if you have the right strategy in place and a realistic action plan. With our clients, we include regular tracking and some accountability too. But you can create that as well with the right tips. Join our My.Summerhill community and not only can you find the right information to get started, you have a community to keep you focused on achieving your goals. See you in there! Link in our bio #summerhillinvest #fintech #financialservices #investingtips