Summit Financial Group - Personal & Business Insurance Brokers 43 Waikaraka Drive West, West, Te Puna, Bay of Plenty 3174

Welcome to Summit Financial Group - Personal & Business Insurance Brokers, located at Te Puna, Waikaraka Drive West, 43. For over 37 years, Summit has been connecting kiwis and their families to personal and business insurance, making it easier for you to insure what you love the most.

At Summit, we offer a wide range of personal insurance options, from life and mortgage protection to income protection and medical insurance. Whatever your needs may be, we've got you covered.

When it comes to business insurance, Summit is here to help you understand which policies are right for you. Whether you need key person insurance, shareholder buyout protection, or business loan protection, we will ensure that your business is fully protected.

We also specialize in creating employee insurance solutions for your team. Together, we can design a plan that covers employee benefits, group life insurance, medical insurance, and KiwiSaver.

Our team at Summit comes from diverse backgrounds, bringing extensive financial, investment, and business experience to the table. We're real people too, and you can trust us to take care of what's important to you.

We believe in making insurance easy for you. We listen to your needs and connect you to the information, insurance, and investment solutions that are most useful to you right now. Whether you're going through major life changes or simply need to update your coverage, our team will work closely with you to ensure that your insurance and investment solutions support your evolving needs.

But don't just take our word for it. Our clients have been blown away by our service. One client, Peter, shared his experience with us: "We have been blown away by Peter Morrison and his team at Summit Financial... Pete arranged Trauma Insurance for us, and unfortunately, this year we needed to make a claim. Pete and his team were onto the claim immediately and within one month, we had our insurance payout, giving us peace of mind and options for the future."

Another client, Corinne, praised our caring and professional service: "I cannot shout out loudly enough... It's been my unfortunate privilege over the past 18 months that I've required the services of this team a lot more than I'd want... Thank you again to Corinne and Pete for delivering the best insurance service in New Zealand."

Our clients appreciate our ability to explain insurance terms and benefits in simple language. Matt, one of our team members, is known for his expertise in this area: "Matt is great at explaining insurance terms and benefits in layman’s terms. He took all the hard work out of the decisions for me by giving me clear options to choose from."

We also pride ourselves on our efficient and hassle-free claims process. One client shared their positive experience: "Thanks for assisting with my claim for my broken toe, it was easy and straightforward... By far the best experience I’ve had with an insurance company to date."

We are grateful for the trust our clients place in us. One client expressed their satisfaction with our customer service: "Thank you for your help with the recent changes to our insurance policies... Each member of staff we deal with at Summit always go above and beyond to reply quickly and resolve any queries we have."

Summit Financial works with clients throughout New Zealand and has offices in Tauranga and Wanaka & Cromwell. Contact us today to experience the exceptional service and expertise that our clients rave about.