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Motherhood is an important life milestone. As your circumstances change, so should your financial plans!

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.

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.

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?

It’s the most wonderful time of the year and for many, it might well be the most expensive! ? Here’s some tips to create a holiday budget.