We are Summit.

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.

We Value You


Your Trusted Advisors

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.


Making Insurance Easy

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.


Insurance for Your Life

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.

Meet Our Team

Peter Morrison

Director | Relationship Manager

Peter Morrison

Director | Relationship Manager

027 598 0109

After 40 years in the insurance business, Peter is still passionate and totally committed to looking after the needs of Summit’s clients.

Peter began the business to help build clients wealth and provide security for life. He designed Summit to deliver great service – from the initial meeting to claims. Peter stands behind this mantra today, and everyday after.

Outside of Summit, Peter is found golfing, cycling or touring our beautiful country in his caravan. It’s this last hobby that keeps Peter centred on what’s most important – the kiwis who love life and who, with the right insurance, can protect all that they love and work hard for.

NZIM and graduated from the school of hard knocks with 40 years of service.

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Corinne Mudge

Managing Director

Corinne Mudge

Managing Director

021 273 0960

Corinne has been with the Summit team for 14 years, becoming Shareholder and Director in 2016. She is also a co-owner of a bike rental business in Central Otago with her husband.

She is committed to ensuring that if the unthinkable happens for any of Summit’s clients, she and the team can support clients and make the process for claims as simple and easy as possible.

In her spare time Corinne enjoys biking the many trails in Central Otago, listening to music, enjoying life and helping support her family bike rental business.

Corinne’s experience as a business owner means she has a deep appreciation of the need for personal and business insurance, understanding in practical terms how it has been critical to protecting what she has worked so hard to create.

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Matt Campbell

Director | Financial AdviserFSP Registration No.660671

Matt Campbell

Director | Financial AdviserFSP Registration No.660671

022 302 0954

Matt brings nearly a decade of broad financial service industry experience to the team. Having recently joined as a director, Matt’s commitment to customer service and relationships ensures our clients’ needs always sit at the highest priority.

Matt’s background in snow sports means he is uniquely placed to understand and support the financial requirements of our more adventurous southern clientele.

Matt is a qualified financial advisor, and has a BCom majoring in Finance.

 

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Jamie Laycock

Financial Adviser
FSP Registration No.771491

Jamie Laycock

Financial Adviser
FSP Registration No.771491

021 456 740

With experience as a personal banker, Jamie is well placed to work closely with clients to identify goals and determine the best path to help clients protect the future.

Taking time out to play golf, walking with his partner or just hanging with his dog while listening to tunes, reminds Jamie daily of the need to protect the lifestyle he enjoys, and drives him to ensure clients can do this too.

BCom, University of Otago.
New Zealand Certificate in Financial Services (L5), Investments and Life, Disability and Health Insurance.

 

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Anscilaine Bothma

Financial Adviser
FSP Registration No.1004928

Anscilaine Bothma

Financial Adviser
FSP Registration No.1004928

027 294 6294

Anscilaine (aka Ans) has worked in insurance for 18 years, starting in health insurance, then fire and general. With experience working for both the insurer and broker, Ans has a deep understanding of all aspects – client, insurer and broker.

Ans supports the Summit team and clients, ensuring the process is seamless and clients have access to the right information at the right time.

When not in her role as a support superstar, Ans can be found enjoying time with family, biking or soaking in the gorgeous vistas of the Lakes in the Central Otago region.

 

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Revo Harris

Financial Adviser
FSP Registration No.1005032

Revo Harris

Financial Adviser
FSP Registration No.1005032

027 321 1988

Revo is an experienced financial services and sales professional with almost a decade of expertise. He is outcome-driven, providing exceptional care to his clients, and ensuring their needs are met. He is knowledgeable in the industry, with a foundation in general insurance and later specialising in Personal and Business Life Insurance, selling his business in 2018 to embark on a journey to New Zealand. Revo is a dedicated and trusted advisor who will guide clients and businesses through the insurance process, ensuring their Insurance needs are covered and having lived through what could go wrong, as a teenager, if your insurance isn’t in place or fit for purpose.

Revo is a family man and passionate golfer, spending most weekends outdoors.

 

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Jill Checketts

Adviser Support - Existing Business

Jill Checketts

Adviser Support - Existing Business

03 398 3804

Jill has lived, worked, and enjoyed life in Central Otago – Lakes for most of her life. Her work roles have been in Hospitality, Horticulture, Retail and Administration.

Jill’s attention to detail ensures our client’s insurance renewals and policy documentation is updated as accurately as possible.

In her spare time Jill runs our local Air Cadet unit, having family to visit, entertaining, and walking in the great outdoors.

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Shenttel Saguid

Adviser Support – Group Insurance & Claims

Shenttel Saguid

Adviser Support – Group Insurance & Claims

03 398 3804

Shenttel has a decade of experience in Customer Relationship Management, Account Management and Service Management and has a background in Telecommunications and the Software Industry. Her in-depth knowledge in providing exceptional customer service support and passion in helping clients ensures that our client’s claim & support requests are handled in a timely manner and service provided is beyond what can be expected.

Having recently moved to NZ, she enjoys the outdoors with her husband, exploring all the magical lakes in Central Otago, cycling, hiking, and camping.

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History of Summit

Summit Financial Group Ltd was founded in 1984 by Peter Morrison as a specialist business insurance adviser. Peter 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.

Stay in Touch

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