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/
Corinne’s entrepreneurial spirit extends beyond Summit. Together with her husband, she co-owns a thriving bike rental business in Central Otago. This hands-on experience as a business owner has equipped her with a profound understanding of the vital importance of insurance in safeguarding hard-earned assets. Her practical knowledge of insurance needs, paired with her years of managing claims singlehandedly, ensures that she brings unparalleled expertise and empathy to her role at Summit.
Her commitment to clients is matched by her dedication to making the claims process as smooth and straightforward as possible. Corinne’s extensive experience means that, should the unthinkable happen, she and her team are fully prepared to support clients every step of the way, providing peace of mind during challenging times.
Corinne’s dedication extends to her community as well. She is an active member of society, generously giving her time and energy to various initiatives aimed at giving back. This commitment to service, both professionally and personally, underscores her exceptional leadership qualities and makes her an invaluable asset to Summit.
Outside of her professional achievements, Corinne leads a balanced and fulfilling life. She enjoys biking the picturesque trails of Central Otago, immersing herself in music, and indulging in her passions for cooking and gardening. Her involvement in her family’s bike rental business reflects her dynamic approach to life and her ability to manage multiple responsibilities with grace and efficiency.
Corinne’s extensive experience, passion for her work, and dedication to her community make her an exemplary director at Summit. Her ability to balance professional responsibilities with personal interests and community involvement ensures that she leads with integrity, empathy, and a relentless drive for excellence.
www.linkedin.com/in/matt-campbell-summit-financial/
Matthew’s unique background in snow sports provides him with a distinct perspective, enabling him to understand and support the financial requirements of our adventurous southern clientele. As a qualified financial advisor with a Bachelor of Commerce majoring in Finance, he combines his expertise and passion to deliver exceptional financial solutions tailored to each client’s unique needs.
Outside of work, Matthew is a busy father to three little girls and maintains his health through jujutsu training and getting into the outdoors. His balanced approach to professional and personal life exemplifies the dedication and discipline he brings to Summit.
Under Matthew’s leadership, Summit continues to thrive, offering unparalleled financial guidance and support to our diverse client base.
Bachelor of Commerce majoring in Finance from the 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/
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.
www.linkedin.com/in/revoharris/
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.
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.
This blend of professional dedication and personal passion fuels Jill’s productivity and enthusiasm at work. Her balanced lifestyle ensures she approaches each task with a fresh perspective and unwavering energy, making her a cherished member of our team.
shenttel@summitfinancial.co.nz
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.
With an extensive career history as a case manager for ACC, Julie has navigated the intricate world of claims management with unwavering dedication and a keen eye for detail. Her tenure with ACC not only honed her skills in handling complex cases but also instilled in her a deep sense of empathy and understanding—a quality that she brings to every interaction and decision.
Julie’s journey then led her across the Tasman Sea to Perth, where she lent her talents to a Global Insurance Company where she specialized as a Workers Compensation case manager. Here, amidst the hustle and bustle of city life, she further refined her expertise, demonstrating a remarkable ability to navigate the nuances of insurance with grace and precision.
Yet it was her role within the Western Australian public transport system that truly exemplified her versatility, managing both Workers Compensation claims and motor vehicle accident claims.
Beyond her role as a devoted grandmother, Julie finds joy in the simple pleasures of life. Whether it’s crafting candles with artistic flair, indulging in a glass of wine to unwind, or savoring her morning coffee with a smile, Julie approaches each day with a spirit of gratitude and enthusiasm.
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.
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!
Corinne’s entrepreneurial spirit extends beyond Summit. Together with her husband, she co-owns a thriving bike rental business in Central Otago. This hands-on experience as a business owner has equipped her with a profound understanding of the vital importance of insurance in safeguarding hard-earned assets. Her practical knowledge of insurance needs, paired with her years of managing claims singlehandedly, ensures that she brings unparalleled expertise and empathy to her role at Summit.
Her commitment to clients is matched by her dedication to making the claims process as smooth and straightforward as possible. Corinne’s extensive experience means that, should the unthinkable happen, she and her team are fully prepared to support clients every step of the way, providing peace of mind during challenging times.
Corinne’s dedication extends to her community as well. She is an active member of society, generously giving her time and energy to various initiatives aimed at giving back. This commitment to service, both professionally and personally, underscores her exceptional leadership qualities and makes her an invaluable asset to Summit.
Outside of her professional achievements, Corinne leads a balanced and fulfilling life. She enjoys biking the picturesque trails of Central Otago, immersing herself in music, and indulging in her passions for cooking and gardening. Her involvement in her family’s bike rental business reflects her dynamic approach to life and her ability to manage multiple responsibilities with grace and efficiency.
Corinne’s extensive experience, passion for her work, and dedication to her community make her an exemplary director at Summit. Her ability to balance professional responsibilities with personal interests and community involvement ensures that she leads with integrity, empathy, and a relentless drive for excellence.
Matthew’s unique background in snow sports provides him with a distinct perspective, enabling him to understand and support the financial requirements of our adventurous southern clientele. As a qualified financial advisor with a Bachelor of Commerce majoring in Finance, he combines his expertise and passion to deliver exceptional financial solutions tailored to each client’s unique needs.
Outside of work, Matthew is a busy father to three little girls and maintains his health through jujutsu training and getting into the outdoors. His balanced approach to professional and personal life exemplifies the dedication and discipline he brings to Summit.
Under Matthew’s leadership, Summit continues to thrive, offering unparalleled financial guidance and support to our diverse client base.
Bachelor of Commerce majoring in Finance from the 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)
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.
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.
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.
This blend of professional dedication and personal passion fuels Jill’s productivity and enthusiasm at work. Her balanced lifestyle ensures she approaches each task with a fresh perspective and unwavering energy, making her a cherished member of our team.
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.
With an extensive career history as a case manager for ACC, Julie has navigated the intricate world of claims management with unwavering dedication and a keen eye for detail. Her tenure with ACC not only honed her skills in handling complex cases but also instilled in her a deep sense of empathy and understanding—a quality that she brings to every interaction and decision.
Julie’s journey then led her across the Tasman Sea to Perth, where she lent her talents to a Global Insurance Company where she specialized as a Workers Compensation case manager. Here, amidst the hustle and bustle of city life, she further refined her expertise, demonstrating a remarkable ability to navigate the nuances of insurance with grace and precision.
Yet it was her role within the Western Australian public transport system that truly exemplified her versatility, managing both Workers Compensation claims and motor vehicle accident claims.
Beyond her role as a devoted grandmother, Julie finds joy in the simple pleasures of life. Whether it’s crafting candles with artistic flair, indulging in a glass of wine to unwind, or savoring her morning coffee with a smile, Julie approaches each day with a spirit of gratitude and enthusiasm.
