Is it time for you to organise a chat?
Sometimes you just need to speak to a human, so you can work out what is best for you now. We're that human and we want to help you get started.
How can I get better at managing my finances and actually grow my investments?
Most of our clients want to take control of their savings, investing and wealth-building, but they aren't sure where to start, or even how.
They find the space confusing and even daunting, especially with everyone having a view on investing and making money. Many of these views are not based in sound evidence or experience though.
Having a safe place to ask questions, get a plan or guidance, are often what most clients need. Then you can start your journey and start bridging the wealthy gap, so that you can begin to set financial goals for the future.
That's what we're here to help with. Be that ear to listen to, someone to provide as much guidance as you need and more importantly, educate and empower you to become a better saver and investor.
Ready to get started? Let's book a coffee chat. You bring the coffee.
Want to increase your wealth?
The average increase in net investment wealth for our clients focused on wealth building, was 74% (average timeframe 3.5 years). For those on a formalised quarterly savings plan, net investment wealth had increased by a higher margin - 106%.
Buying a house
When it seems impossible.
It’s hard when friends are getting married, buying houses and having babies, but scraping a deposit together seems impossible!
Our clients increased their savings by $221,000 in 2 years.
When you think there's not time.
Being a single female in your 50's, doesn't mean you can't shoot for financial independence.
Our client did it in 5 years, by increasing her wealth by $784,000.
You can meet your financial goals.
When you have the right plan, with the right accountability, wealth creation goals are achievable.
On average our wealth creation clients increased theirs by 74%, some by 106%!
Think you don't have time?
Our client was a single female in her early 50's. Over 5 years we helped her increase her net investment wealth (not including her home) by $784,000, exceeding her financial independence goal by $292,000. She was able to stop paid employment 12 months earlier than planned.
Your Financial Advisers
Principal and Certified Financial Planner
Senior Adviser and Certified Financial Planner
I have been interested in the financial advice profession from a very young age. For me, the primary appeal was a combination of being able to educate and help people in a meaningful way, while also being able to follow my keen interest in understanding how different markets operate, and our unique, often irrational, behaviours with regards to money.
Achieving financial freedom is a cornerstone to opening more doors in life. When finances are controlled and managed correctly, it can have a profound impact on us, and the people we care about
Put your investment goals into place within minutes
Ready to create your own customised, low cost investment portfolio?
Financial Advice with the Summerhill Invest team couldn't be simpler, or easier.
You can book either a Financial Advice appointment or a quick introduction chat.
You will receive a preliminary questionnaire before the consultation. We can advise you best, when it is returned to us before your meeting!
In your appointment, your personal goals and current situation will be discussed.
After the appointment, you will receive your individual summary of the meeting, including your advice and your personal forecast of how your investments are likely to grow when implemented.
(Optional!) If you would like to use the investment tools we have selected to invest (important: there is no obligation to do so!), we will help you get started.
Book a Coffee Chat
Who is this for?
You want to start investing, but you need help to get started. You have some questions you would like to ask someone, so you can understand where to begin.
- Cost $0
- Includes a 15 minute Zoom call
- 100% obligation-free
- You bring the coffee
Financial Health Check
Who is this for?
You need clarity about the current situation and your position, plus you want a plan for your next steps. All so you can take action quickly.
- Cost $600*
- Includes a 60 minute Zoom call
- Areas covered:
- Goals planning
- Cashflow and investing
- Superannuation strategy
- Personal protection plan
- Estate planning
Think you'll never buy a house?
Our clients were a couple in their early 30's, living day to day and without financial goals. After a little over 2 years, they had a sizeable house deposit and purchased their new home. They had increased their wealth by an extra $221,000, plus they still enjoyed annual international travel, not missing out on life. They just needed a plan.
Some feedback from our clients
Caroline Bell has been providing me with financial advice for over 18 years. I have always been impressed with her ability to not only identify my needs financially but to tailor her advice to suit my lifestyle needs.
For over 10 years, we’ve had complete trust in Caroline’s expertise to grow our assets and keep our long term interests at heart. She has an amazing ability to make investment strategy seem simple, and take the worry out of making your money work for you.
Sean and Teresa
Caroline has continually impressed me with her broad knowledge of the financial world and she has relentlessly pursued her professional development; she is always aware of global trends and developments.