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About us

Nicholas Locke

Founder and director of Summit Financial Planning

Summit Financial Planning is a family business specialising in assisting people and families. We assist our clients to put their financial pieces together, to become more engaged with where they are financially, where they would like to be and help build a road map on how to get there.

My name is Nicholas Locke, the founder and director of Summit Financial Planning and I have been involved in the financial services industry for over 20 years.

I started my financial service career in the motor industry helping customers obtain finance for their new or near new motor vehicles. I then moved into the mortgage industry and small to medium business finance.

My journey through the financial industry has been an amazing experience and opened my eyes to the fact that a lot of families, businesses and individuals have very little knowledge of financial services.

A lot of people don’t know the flow on effects of not having the correct loan, the right super fund, the best personal insurance. Or, worse, not having a financial plan at all and the impact it can have on their lifestyle and family economy.

I became a financial planner in 2005 and devised our own service offering to help our clients become engaged, informed and in a better financial position than they otherwise would have been without us in their lives.

I’m a father of 4 girls who are all still at school so my wife, Zeta, and I understand the importance of having the right financial plan in place to secure our lifestyle and protect our family economy.

Along with my team Zeta, Douglas, Peter and Krystal, we look forward to helping you achieve your financial goals no matter what stage of life you’re in.