Summerhill Financial Management

Summerhill Financial Management is a trusted taxation and accounting firm assisting individuals and businesses in achieving financial security and stability. Established in 1999, we have built lasting relationships with clients by focusing on personalized understanding and delivering tailored solutions.

Our Philosophy

Our approach to financial planning is collaborative and client-centric. We take the time to understand your unique financial goals, concerns, and aspirations. Working alongside you, we develop comprehensive strategies that align with your individual needs and circumstances.

Tax Advisory & Compliance

• Comprehensive tax planning and compliance services for individuals and businesses
• Tax minimization strategies and wealth preservation planning
• lodgement of tax returns and lodgement assistance
• Tax disputes and negotiations

Structuring & Advisory

• Business structuring and succession planning
• Advice on investment and financial strategies
• Corporate finance and financial modelling
• Risk management and insurance strategies

Accounting & Compliance

• Preparation of financial statements and tax returns
• Bookkeeping and payroll services
• Business valuations and financial reporting
• Advisory on accounting systems and processes

Self-Managed Superannuation & Estate Planning

• Establishing and managing self-managed superannuation funds
• Estate planning and succession strategies
• renunciation planning and trust establishment
• Advice on retirement and estate planning

Our Team

Our experienced team of qualified professionals is committed to providing personalized attention and proactive guidance. Led by Andrew Harvey and Monica Gallagher, we are dedicated to empowering our clients through clear communication, transparency, and tailored solutions.

Our Commitment

We believe in building strong, lasting relationships with our clients. We are committed to:

• Integrity: Maintaining the highest ethical standards and confidentiality.
• Transparency: Providing clear and concise explanations every step of the way.
• Accessibility: Respond promptly to client inquiries and provide ongoing support.
• Client Focus: Delivering solutions that meet your individual needs and goals.

Get In Touch

At Summerhill Financial Management, we are ready to work with you to achieve financial success. Contact us today and schedule a consultation to discuss your financial needs and goals.