We're creating a space to educate and empower you for financial success.

Come join us and begin your financial empowerment journey.

Summerhill

Why we think financial advice needs to be accessible to everyone.

We want to provide new investors with the opportunity to access financial strategies and coaching, at an affordable price point and in an easy to access way.  When you have financial empowerment, you have the ability to live your life with confidence knowing that you are planning for the milestones in your life that are important.

Financial advice can be confusing, but it's also becoming inaccessible for many due to price and complexity.  We wanted to open up access, make it quick, simple and transparent.

Why join us?

Understanding how to build wealth can be confusing and complicated. Newspapers, TV, friends, colleagues all have different views as to what works - which one is right?
Well, we're here to support you with education and support, so that you can make the right decisions for you.
  1. You're tired of friends and family achieving financial goals and you aren't - you want what they're having
  2. A space to learn and ask questions and not feel dumb is just what you need - you really want to take action
  3. Make better, more well-informed decisions about the things that are most important to you.

Meet the Summerhill team

ALEX PERINI
Senior Adviser and Certified Financial Planner

Alex Perini has worked in financial services for over 10 years and became a Director of Summerhill Financial Services in 2018.

Alex is passionate about giving his clients the tools and confidence to control their finances, so they can live life the way they want and focus on areas that are meaningful to them, whether that be family, career, travel or pursuing their passions.

Alex has a keen interest in finance, investments, psychology and technology - but being part of his client's journey and helping them reach their financial goals is what truly drives him each day and gives him a sense of fulfilment.

There are a number of barriers for the everyday Australian to access quality financial advice (whether that be cost, time etc) and after having a waiting list for new clients for several years, created Summerhill Invest - which combines technology with a human touch - as a way of making financial advice affordable and accessible to more Australians.

Aside from financial advice, Alex’s other passions in life include a host of sports (always looking for an excuse to be outdoors) and travelling the world.

CAROLINE BELL
Founder

Caroline Bell’s career spans nearly 30 years in three countries. She founded Summerhill Financial Services in 2006 and after experiencing significant growth, implemented a waiting list for new clients. In 2019 she became a co-founder of FinMarie, a financial advisory firm offering financial advice to women in Europe and in 2020 she started Summerhill Invest as a way of making financial advice affordable and accessible to more Australians.

Caroline was recently announced as a finalist for ‘Innovator of the Year’ for the Women in Finance Awards 2020, and also 'Female Entrepreneur 2020' at the B+3000 Awards, run by the Melbourne Business Network.

Caroline loves to see her clients achieve their lifestyle goals. She lives what she preaches by travelling the world and living on two continents (Australia and Europe).


MARGARET COULTER
Client Service Manager

Margaret Coulter began her career with Summerhill Financial Services in 2008 as Client Service Administrator and became Client Service Manager in 2020.

Margaret finds being organised and helping people rewarding. From problem-solving to day to day administration, she enjoys being here to support our clients and business.

In her free time, Margaret loves to read books and watch TV. She is an avid home cook and has a keen interest in nutrition and fitness. Margaret loves animals and has had many different pets including a donkey! She currently has two cats.


At Summerhill, we want you to gain confidence in your financial empowerment and start making the right decisions, that will help you to build wealth. Come join us.

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