Financial Advisor & Estate Planning Armadale
Bespoke wealth protection and succession strategies for Armadale’s high-net-worth families. Secure your legacy with a strategic, protection-first approach from Jeremy Douglas and Summit Financial Planning.
Navigating the Complexities of Wealth in the 3143
Armadale (3143) is home to some of Melbourne’s most significant family estates and heritage properties. Whether you are managing assets near the High Street precinct or looking to protect wealth accumulated through a family business, the requirements for success are unique.
At Summit Financial Planning, we specialise in the intergenerational wealth needs of Armadale families. We ensure that complex structures like Family Trusts and SMSFs are optimised for both current income and future legacy, protecting your hard-earned assets from tax leakage.
Expert Advice Tailored for Armadale Families
Complex Estate & Succession Planning
Standard Wills often fall short for complex estates. We specialise in robust succession strategies involving Testamentary Discretionary Trusts, multi-generational wealth transfer, and business succession planning. Our goal is to ensure your hard-earned assets remain within the family and are protected from external risks or litigation.
SMSF Strategy & ATO Compliance
Self-managed superannuation is a cornerstone of wealth in the Inner East. We provide expert guidance on SMSF setup, ongoing compliance, and advanced investment strategies; including Limited Recourse Borrowing Arrangements (LRBA) for commercial property and tax-effective pension structures.
Tax Minimisation & Strategic Planning (2026)
Summit Financial Planning is deeply embedded in the Melbourne community. Located just minutes from High Street, Armadale, we provide discrete, professional consultations that integrate seamlessly with your existing legal and accounting teams.
Your Local Partner in Financial Success
Summit Financial Planning is deeply embedded in the Melbourne community. Located just minutes from Toorak Village, we provide discrete, professional consultations that integrate seamlessly with your existing legal and accounting teams.
Why Armadale Residents Choose Jeremy Douglas:
Protection-First Philosophy: We focus on durable wealth that withstands market volatility.
Holistic Coordination: We act as the "Project Manager" for your financial life, liaising with your solicitors and accountants to ensure your estate plan and tax strategy are perfectly aligned.
Independence & Transparency: As a privately licensed firm, our advice is unconflicted and solely focused on your best interests.
Frequently Asked Questions for Toorak Clients
Can you help with CGT (Capital Gains Tax) for high-value Armadale property?
Yes. We frequently work with residents in the 3143 area to manage the tax implications of high-value property portfolios, ensuring your estate is structured to minimise tax leakage during transfer.
Do you coordinate with Armadale-based legal firms?
Absolutely. We often act as the 'financial project manager,' collaborating with local solicitors near High St and Wattletree Rd to ensure your financial and legal strategies are perfectly aligned.
Do you offer home-visit consultations?
Yes. We understand that our clients value their time and privacy. Jeremy Douglas offers discrete, face-to-face consultations at your home or office in Armadale and the surrounding suburbs.
Secure Your Family’s Financial Future
Don't leave your succession planning to chance. Whether you are looking to review an existing portfolio or build a new strategy for the 2026 financial year, let’s have a confidential conversation.
For professional, personal advice tailored to your circumstances, please reach out below.
At Summit Financial Planning, we excel in precise financial management tailored to your needs. Contact us today for expert assistance.
Summit Financial Planning ABN 28 856 289 615 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 ABN 23 065 921 735.
Jeremy Douglas is an Authorised Representative (ASIC NO. 001238064) of Lifespan Financial Planning AFSL No. 229892.
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Expert Advice Tailored for Armadale Families
Complex Estate & Succession Planning
Standard Wills often fall short for complex estates. We specialise in robust succession strategies involving Testamentary Discretionary Trusts, multi-generational wealth transfer, and business succession planning. Our goal is to ensure your hard-earned assets remain within the family and are protected from external risks or litigation.
SMSF Strategy & ATO Compliance
Self-managed superannuation is a cornerstone of wealth in the Inner East. We provide expert guidance on SMSF setup, ongoing compliance, and advanced investment strategies; including Limited Recourse Borrowing Arrangements (LRBA) for commercial property and tax-effective pension structures.
Tax Minimisation & Strategic Planning (2026)
Summit Financial Planning is deeply embedded in the Melbourne community. Located just minutes from High Street, Armadale, we provide discrete, professional consultations that integrate seamlessly with your existing legal and accounting teams.
Your Local Partner in Financial Success
Summit Financial Planning is deeply embedded in the Melbourne community. Located just minutes from Toorak Village, we provide discrete, professional consultations that integrate seamlessly with your existing legal and accounting teams.