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.
30 Aspects of Financial Success: Plan Your Estate
Real Estate – Ongoing Taxes on Property
When the owner is holding on to the property, there are two additional taxes that the owner needs to pay; namely the property tax and income tax on the rental.
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.