Ms. Caroline Bell, of Summerhill Financial Services, has been my financial advisor for the past twelve years. After our initial meeting, Caroline completely re-structured my finances to maximise their potential growth and provide me with a regular income stream for retirement. It was reassuring to have a balanced portfolio overall.

Caroline has continually impressed me with her broad knowledge of the financial world and she has relentlessly pursued her professional development; she is always aware of global trends and developments. Thus, Caroline provides her clients with sound advice and I appreciate her expertise as well as her thorough research and preparation.

I have had regular meetings with Caroline over the years and have found that she always listens to my concerns and goals for the future. She assuredly has the interests of her clients as her main focus.

Caroline has a vibrant, enthusiastic and friendly personality and this, imbued with her professionalism and broad experience, means that I would recommend her as a financial advisor without hesitation.

Alex is one of the most responsive and patient financial advisors you'll ever meet! He goes to great lengths to research options, identify risks and provide alternatives. He has a great skill for explaining complex information in a way that non-financially savvy people can understand. If in doubt, simply 'Ask Alex'!

Transferring my affairs to Caroline Bell of Summerhill Financial services 15 years ago was a very positive experience for my investments and especially me.  I have long held the belief that one should stick to one’s knitting; Caroline’s (Summerhill’s) sound, unembellished advice is exactly what I need. My investment return has been sound and in keeping with the goals Caroline (Summerhill) and I set together, goals that are constantly reviewed. I have referred other people to Summerhill and they have reported back to me that they never knew such a service could be so rewarding and enjoyable. I thoroughly recommend Summerhill’s services.

Caroline is an absolute professional - has depth of knowledge, advice is right on the mark, innovative and always available to discuss our financial needs. Caroline is a person of high integrity, coupled with a really friendly approach - I call that a WINNER all round.

I feel very confident with the advice Alex provides my husband and I. He is always available to answer all our questions while responding quickly. I feel very safe with Alex's suggestions and they're always the right fit for us!

Alex has worked with us over many years to assist us with investment and retirement planning and we have now achieved financial independence in our mid fifties, which is earlier than it would have been without input and advice from Alex. Alex is always clear in his explanation of financial and investment concepts, strategies and regulations. Through Alex's knowledge and experience, I feel very confident that the advice given was right for our needs.

I was recommended to Caroline and her financial service more than 10 years ago when I first moved overseas. In that time, Caroline has been an incredible resource of information, advice and management of my financial wealth. Caroline has always empowered me to make decisions under her guidance of market trends, her in-depth knowledge of global insights and years of experience. Caroline’s friendly and personable approach to a complicated industry makes her highly regarded and appreciated in managing our future wealth.

Alex is an exceptional financial adviser, who brings integrity, kindness and honesty to his work. He is a clear communicator, who is able to distill the most complex ideas into digestible explanations. We trust Alex and his advice, and know that he will go and beyond to give us his full care and attention when we need him.

I have worked with Caroline over many years developing and managing my financial affairs to ensure I achieve my financial goals. She has given me the confidence to know I will have enough to live comfortably in retirement. Caroline has also ensured that I have adequate Insurance and Estate Plans in place. All products and needs are reviewed regularly and I trust that Caroline takes care of all of this for me; contacting me when necessary. I have no hesitation in recommending Caroline to family and friends and have on many occasions.

We’ve been a client of Alex for 5+ years now, and couldn’t be happier with the service we have received from the get-go. We have absolute confidence in the advice that we receive, and are thoroughly grateful that Alex and the team take all of the stress out of making important decisions.

We have been clients of Caroline Bell and her team at Summerhill Financial Services for ten years.  We feel secure and confident in her financial knowledge, ethics, clear communication, and use of systems and technology. This, plus our investment returns, have meant an ongoing successful and enjoyable professional relationship.

Alex is extremely professional, trustworthy, knowledgeable and highly ethical. Alex is very proactive and keeps me on track with my goals and objectives. Alex manages my investment portfolio, providing regular investment & portfolio advice and maintains my insurance policies. I highly recommend Alex.

As a single woman entering retirement I feel Alexander has given me clear and honest advice about investments and managing my money in general. I have complete trust in him and know he diligently researches the latest financial developments.He is always prompt in replying and gives thoughtful personal attention.

For over 10 years, we’ve had complete trust in Caroline’s expertise to grow our assets and keep our long term interests at heart. She has an amazing ability to make investment strategy seem simple, and take the worry out of making your money work for you.