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Conversations with Stephen

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Conversations with Stephen
Posted on January 6, 2017 by Stephen Chew
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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Posted in Conversations with Stephen
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