SUCCESS IS ONLY A PLAN AWAY
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Mondays with Stephen – The Go-to Consultant for Consultants!
As a trusted consultant, you must be able to understand your clients’ unique needs at each stage of their lives. Equipping yourself with
2018 Tax: The Must-Know for Financial Practitioners
The year is soon drawing to a close and we are almost ready to welcome 2018. Now’s an opportune time to prepare and
Create Your Retirement Identity and Plan
The most important thing you need to retire is a plan! Yet to make one, or don’t know where or how to begin?
Latest News
The 3Cs of a Life Plan
Summit Planners believe that there is no “one-size-fits-all” solution. What you get is a personalised Life Plan that we craft in line with the 3Cs.
Financial Wellness Tips for Women
A good life plan will require a suite of financial and insurance solutions tailored to each woman’s unique situation. Here are some tips for women.
How To Make Your Bonus Work Hard For You
Heartiest congratulations if you have wrapped up or started the year with an annual bonus! Before you get carried away and start spending this extra source of income on all you ‘wants’, how about ensuring that all your ‘needs’ have already been taken care of?
Conversations With Stephen Chew
DIRRECCT – Debt Management
I’m Stephen, Your Go-To Consultant for financial success! In this newest episode, I will share more about how you can manage your debt situation with these three essential points!
30 Aspects of Financial Success: What If My Loved Ones Need Financial Support? Be Prepared!
I’m Stephen, Your Go-To Consultant for financial success! In this latest edition, familiarise yourself with these two points so you can support your loved ones in times of financial need.
30 Aspects of Financial Success: Plan Your Estate
I’m Stephen, Your Go-To Consultant for financial success! By planning your estate now, you can ensure your money and assets are properly passed down to the people you care about.
