We create insurance and investment solutions for where you live, and for how you live. At Summit, it’s about helping you protect who (or what) you love the most.
We take away the industry jargon and talk to you like real people. We are you.
We do what we do because we see how much it helps. Everyday we help kiwi’s take care of life through better investment and insurance.
Whether its compliance, business structure, life insurance or high level financial planning, we aim to be the people you can trust to talk to. We work together as a team to support you with the right advice when you need, and to be there whenever you have questions.
We get that insurance and investment conversations can be daunting for some people. We aim to be open, accessible and always use everyday language. Our team is committed to making the process of sourcing, and having insurance, as easy as possible.
When we provide insurance advice, we do it for your life: tailored, personalised and targeted. We’re not in the business of selling insurance, we’re in the business of providing peace of mind, whatever life brings.
www.linkedin.com/in/corinne-mudge/
As a business owner herself, co-running a bike rental company in Central Otago with her husband Rod, Corinne understands firsthand the importance of safeguarding assets. Her deep expertise in claims management ensures clients receive expert guidance and seamless support during difficult times.
Beyond her work at Summit, Corinne is actively involved in her community, contributing her time and expertise to local initiatives. Outside the office, she enjoys spending time with her son, biking, music, cooking, and gardening—balancing her professional and personal life with energy and purpose.
Corinne’s leadership is defined by integrity, empathy, consistency, and a relentless drive for excellence, making her an invaluable part of Summit.
www.linkedin.com/in/matt-campbell-summit-financial/
As a qualified financial advisor with a Bachelor of Commerce in Finance, he combines expertise with a deep understanding of our clients’ unique needs—especially those with adventurous lifestyles.
Beyond the office, Matthew is a dedicated father of three and stays active through ju-jitsu and outdoor pursuits. His leadership, discipline, and client-first approach drive Summit’s continued success.
BCom Majoring in Finance, University of Otago.
New Zealand Certificate in Financial Services (L5), Investments and Life, Disability and Health Insurance
Level 1 & 2 Snowboard instructor certification (SBINZ)
Certified Trusted Financial Adviser (Financial Advice NZ)
www.linkedin.com/in/jamie-laycock-financialadvisor/
Jamie knows the importance of a well-balanced life. Whether he’s enjoying time with his wife and dog, or playing a round of golf, he’s reminded that the right financial plan can protect the lifestyle you’ve worked hard for. Jamie takes the time to really listen, offering advice that’s tailored, practical, and built around what matters most to you. It’s not just about numbers—it’s about people, priorities, and peace of mind, so you can enjoy life now and feel confident about the future.
BCom, University of Otago.
New Zealand Certificate in Financial Services (L5), Investments and Life, Disability and Health Insurance.
www.linkedin.com/in/rachel-geller-878b28169/
An accomplished athlete and longtime Volunteer Surf Lifeguard, Rachel embodies discipline, resilience, and a passion for helping others. Based in Wanaka, she enjoys swimming, hiking, snowboarding, and exploring the outdoors. Her diverse experiences make her a trusted adviser, dedicated to protecting what matters most to her clients.
New Zealand Certificate in Financial Services (L5), Life, Disability and Health Insurance
Over the decades, Sandra has built long-term relationships based on trust, transparency, and results. She takes the time to understand each client’s unique goals and concerns, then craft tailored strategies that balance risk and reward—so you can feel confident about your financial future.
Sandra’s background in both insurance and investments allows her to see the bigger picture and offer well-rounded, practical advice. Whether you’re just starting out or reassessing your plans, she is here to help you make informed decisions with peace of mind.
On a personal note, Sandra is a proud mother of two and grandmother to three beautiful grandchildren. Sandra and her husband love to travel, and when we’re not exploring new places, we enjoy spending quality time with our family and friends.
New Zealand Certificate in Financial Services (L5), Investments and Life, Disability and Health Insurance
Her varied professional journey has endowed her with a unique perspective and a broad range of capabilities, making her an invaluable asset to our team. Jill’s ability to seamlessly navigate different industries demonstrates her adaptability and dedication, qualities that shine through in her meticulous management of insurance policies.
Outside of work, Jill leads an active and fulfilling life. She runs our local Air Cadet unit, fostering leadership and discipline in young cadets. Family visits, entertaining friends, and exploring the great outdoors are among her favorite pastimes, offering her a perfect balance to her professional responsibilities. Additionally, Jill occasionally participates in running events, a testament to her determination and love for staying active.
shenttel@summitfinancial.co.nz
www.linkedin.com/in/marice-joy-shenttel-saguid
Since relocating to New Zealand, Shenttel has embraced continuous learning and an active lifestyle, reflecting her adaptable and adventurous spirit. Her global perspective and dedication to excellence make her an invaluable member of our team.
Summit Financial Group Ltd was founded in 1984 by Peter Morrison as a specialist business insurance adviser. Summit Financial Group has been committed to helping New Zealander’s connect to the right insurance for their lives since.
Over the years the team has grown. Each member committed to excellent customer service and sharing the same values, vision and passion that has made Summit a strong partner in insurance and investments for nearly 40 years.
Summit creates insurance and KiwiSaver solutions that help kiwis protect who and what they love the most. The team work with people across New Zealand who have financial dependents – that’s family, friends, relatives, business owners, employees – connecting them to information, insurance and KiwiSaver solutions that are most useful to them now.
The team at Summit are as committed to help Kiwi’s insure who and what they love the most know as they were when Summit began all those years ago. Talk to us to find out more.
Sign up to our newsletter for insurance and investment news, interesting insights, things to know, as well as the dos and don’ts when it comes to insurance. We promise only to ever connect you to information that will help protect what and who you love the most!
As a business owner herself, co-running a bike rental company in Central Otago with her husband Rod, Corinne understands firsthand the importance of safeguarding assets. Her deep expertise in claims management ensures clients receive expert guidance and seamless support during difficult times.
Beyond her work at Summit, Corinne is actively involved in her community, contributing her time and expertise to local initiatives. Outside the office, she enjoys spending time with her son, biking, music, cooking, and gardening—balancing her professional and personal life with energy and purpose.
Corinne’s leadership is defined by integrity, empathy, consistency, and a relentless drive for excellence, making her an invaluable part of Summit.
As a qualified financial advisor with a Bachelor of Commerce in Finance, he combines expertise with a deep understanding of our clients’ unique needs—especially those with adventurous lifestyles.
Beyond the office, Matthew is a dedicated father of three and stays active through ju-jitsu and outdoor pursuits. His leadership, discipline, and client-first approach drive Summit’s continued success.
BCom Majoring in Finance, University of Otago.
New Zealand Certificate in Financial Services (L5), Investments and Life, Disability and Health Insurance
Level 1 & 2 Snowboard instructor certification (SBINZ)
Certified Trusted Financial Adviser (Financial Advice NZ)
Jamie knows the importance of a well-balanced life. Whether he’s enjoying time with his wife and dog, or playing a round of golf, he’s reminded that the right financial plan can protect the lifestyle you’ve worked hard for. Jamie takes the time to really listen, offering advice that’s tailored, practical, and built around what matters most to you. It’s not just about numbers—it’s about people, priorities, and peace of mind, so you can enjoy life now and feel confident about the future.
BCom, University of Otago.
New Zealand Certificate in Financial Services (L5), Investments and Life, Disability and Health Insurance.
An accomplished athlete and longtime Volunteer Surf Lifeguard, Rachel embodies discipline, resilience, and a passion for helping others. Based in Wanaka, she enjoys swimming, hiking, snowboarding, and exploring the outdoors. Her diverse experiences make her a trusted adviser, dedicated to protecting what matters most to her clients.
New Zealand Certificate in Financial Services (L5), Life, Disability and Health Insurance
Over the decades, Sandra has built long-term relationships based on trust, transparency, and results. She takes the time to understand each client’s unique goals and concerns, then craft tailored strategies that balance risk and reward—so you can feel confident about your financial future.
Sandra’s background in both insurance and investments allows her to see the bigger picture and offer well-rounded, practical advice. Whether you’re just starting out or reassessing your plans, she is here to help you make informed decisions with peace of mind.
On a personal note, Sandra is a proud mother of two and grandmother to three beautiful grandchildren. Sandra and her husband love to travel, and when we’re not exploring new places, we enjoy spending quality time with our family and friends.
New Zealand Certificate in Financial Services (L5), Investments and Life, Disability and Health Insurance
Her varied professional journey has endowed her with a unique perspective and a broad range of capabilities, making her an invaluable asset to our team. Jill’s ability to seamlessly navigate different industries demonstrates her adaptability and dedication, qualities that shine through in her meticulous management of insurance policies.
Outside of work, Jill leads an active and fulfilling life. She runs our local Air Cadet unit, fostering leadership and discipline in young cadets. Family visits, entertaining friends, and exploring the great outdoors are among her favorite pastimes, offering her a perfect balance to her professional responsibilities. Additionally, Jill occasionally participates in running events, a testament to her determination and love for staying active.
Since relocating to New Zealand, Shenttel has embraced continuous learning and an active lifestyle, reflecting her adaptable and adventurous spirit. Her global perspective and dedication to excellence make her an invaluable member of our team.
