Financial Planning

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Financial Planning
Financial Planning

Many said that the Titanic will not sink; but when it did, there were insufficient lifeboats. Summit Planners provides one and their loved ones with sufficient financial security at different phases in life. We pride ourselves in assisting our clients to achieve their desired returns. With our wide array of financial instruments, we customise solutions to suit their needs.

8 Areas Of Financial Planning
  1. Disability Planning
  2. Investment Planning
  3. Retirement Planning
  4. Risk Management
  5. Estate Planning
  6. Education Planning
  7. Cash Flow Management
  8. Tax Planning
The important issue – We are READY when it happens.

Death

  • Loss of financial support
  • Immediate payment of all liabilities

Disability

  • Loss of earning power
  • Medical expenses
  • Long term care

Critical Illness

  • Loss of income
  • On-going medical expenses

Accident

  • Loss of earning power
  • Medical expenses
  • Long term care