17 Reviews

Michelle Summers

HB Financial Wealth Management

Platinum

28 Yrs Experience

Sydney, NSW 2000

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4.00 May 2019

Michelle has provided professional advice re.SMSF as needed

3.50 May 2019

We've relied on Michelle for our investment strategies, including tax effectiveness. She's explained things in a clear way.

5.00 April 2019

Michelle has given me advice in areas including loan products, and self managed super funds. Michelle was always able to explain things to me in a clear way. Through Michelle's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Michelle's full care and attention when I needed it.

4.75 April 2019

Michelle has looked after our investment well since the sale of our business. She started a SMSF for us and has regularly and clearly communicated her investment strategy. No complaints at all!

5.00 April 2019

Michelle is very consistent in her advice to both myself and my husband. Michelle understands our views on risk and never tries to push us into investment opportunities that we are uncomfortable with. We believe the advice Michelle provides meet our long term expectations

HB Financial Wealth Management

MLC Centre, Level 57, 19-25 Martin Pl
Sydney, NSW 2000

9:00am – 5:00pm Monday – Friday

In person
Phone
Video call

Adviser status Platinum
Rating 4.62
Number of reviews 17
First year providing advice 1996
Years of experience 28
Highest qualification
- Master of Financial Planning
Language spoken
- English

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Aged Care
Tax Strategies
Growing Assets
Wills & Estates

Generally I look after SMSF clients that planning to retire or in retirement. This is my speciality. Initial advice is usually $3300 - $5500 and ongoing is 3600, 7200 to 10800 depending on complexity and value that can be provided to my client. I don't generally use administration systems like wraps/master trusts etc and provide consolidated reporting in my costs which most advisers do not do. I like to recommend direct investments also that save my client's fees, especially within the Australian sharemarket investment side of their portfolio.

Madison Financial Group Pty Ltd

AFSL 246679

Michelle Summers

HB Financial Wealth Management

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Madison Financial Group Pty Ltd