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Investments

Educational Planning

The development and ever increasing complexity of the educational system have made educational planning an absolute necessity. As we enter the “tech” world with education, a greater emphasis is placed on schools and universities that are technologically advanced. Unfortunately, these educational centres come at a high price. However, through comprehensive educational fees' planning you can ensure your children have the best opportunity in life or opportunity to be accepted into the right school or university.

Retirement Planning

Summit Wealth Management will analyse every aspect of your portfolio and through our integrated financial models determine the appropriate structure to plan for retirement. We continuously review the personalised model built for each client to ensure we always stay on top of your retirement plans.

Experience has told us that clients delay savings' decisions for retirement due to the following reasons:

  1. I am too old to save for retirement
  2. I am too young to save for retirement
  3. I don’t make enough money to save for retirement
  4. I would rather spend my money on something else
  5. The stock market isn’t safe
  6. I don’t have the knowledge nor the time

However the earlier you start, the less you will need to save to catch-up in order to retire in comfort and live the lifestyle you desire.

We will help you make the most of the options available to you, including your second and third pillar options.

CASE STUDY- RETIREMENT PLANNING

Capital Protected Investment

Summit Wealth Management believe the key to successful investment is to protect your capital and to give you consistent returns. Simple compounding interest year on year will achieve greater returns. There is no point in achieving 30% in the markets in one year only to lose 20% the next and then to be flat the following year.

Through our investment partners, we can design structured notes tailored to our clients' needs, which utilise a sophisticated model, geared towards capital protection with consistent returns. Capital Protection Notes are excellent products however the financial strength is dependent on the institution and that is why, Summit uses only A rated banks.