A detailed succession plan, crafted in advance and with the advice of a financial planner can help preserve and enhance the value of the practice for medical practitioners, as well as reduce unnecessary legal and financial issues that can arise during transition of ownership.
Summit Planners has a comprehensive suite of business protection solutions to help you ensure the success and continuity of the hard-earned fruits of your labour.
In a competitive market like today, one of the best ways to differentiate yourself as a financial planner is work on your traits that help to develop strong relationships, grow your professional network and be future-ready.
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As the average life expectancy increases globally, Asian countries are now facing the issues that Western markets have been grappling with for many years. Healthcare and education costs are also predicted to rise and with rising living costs and property price, housing has become increasingly unaffordable. Ensuring that you have enough savings stashed away to turn aspirations into reality has never been more critical.