Welcome and thank you for visiting this page. I am Stephen, the Principal Consultant of Summit Planners and I will be sharing my thoughts and insights about all aspects of financial planning here, at this new segment Conversations with Stephen.
Regardless of how you came upon this page, I believe you will find it beneficial to visit regularly as I will be sharing my life experiences – particularly in the area of financial services – a challenging and ever-evolving industry that I have been in for dozens of years.
I am lucky and fortunate enough to be have the support of my team of valued associates and clients, allowing me opportunities to learn, practice and expand on what I know. It is because of them that I am able to become who I am today – as well as being equipped with a wide range of knowledge and skills to help both individuals and businesses.
I help many individuals in areas including:
- Personal Financial Planning
- Will Writing
- Pre-Nuptial Agreement
- Tenancy Agreement
- Joint Venture
- Travelling, Car and Home Insurance Planning
- Debt Management
- Investment Planning
- Risk Management
- Retirement Planning
- Estate Planning
- Cash Flow Management
- Divorce Planning and many other areas.
For businesses, I assist in the following aspects:
- Setting Up of Business
- Shareholders Agreement
- Corporate Finance
- Raising of Funds
- Tax Planning
- Restructuring of Debts
- Associate Agreement
- Business Insurance
- Business Risk Management as well as other concerns.
I hope my insights can help inspire you to continue on the path to financial planning and success!
Sincerely yours,
Stephen
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