Summit Financial

05/10/2022

The fallout from the new UK government’s “Growth Plan” continued last week with the domestic sovereign bond market experiencing unprecedented volatility.

28/07/2022

With the sell-off in equity markets, valuations have now become a lot more attractive as compared to the historical average.

Alistair Thompson, Director of Asia Pacific Equities at First State Stewart Asia and manager of the St. James's Place Asia Pacific fund, was joined by Elson Goh, Head of Asia Portfolio Management and Joel Carpenter, Divisional Director – Asia Marketing, St. James's Place Asia. Alistair shared his views on investing in Asia and what he and the team at First State are actively doing with regards to their portfolio holdings during turbulent times.

On 29 June 2022, Alistair Thompson, Director of Asia Pacific Equities at First State Stewart Asia and manager of the St. James's Place Asia Pacific fund, was joined by Elson Goh, Head of Asia Portfolio Management and Joel Carpenter, Divisional Director – Asia Marketing, St. James's Place Asia. Ali...

26/07/2022

In today's WeekWatch:
Stock Take 📈: In the US, the S&P 500 rose by 2.6%, with the technology-heavy NASDAQ closing the week 3.3% higher.

An interesting time lies ahead, so make sure to check out our weekly market update to stay up to date

Equities were generally positive last week, even as the European Central Bank (ECB) pushed through a 0.5% interest rate hike, its first upwards move in more than 11 years.

26/07/2022

Financial Planning for Australian Expats
Being an Australian expatriate has its advantages and disadvantages.

Whilst living in a foreign country can be exciting and paying lower income tax rates can be rewarding, many expatriates are still faced with incredibly complex financial decisions that may make or break their time whilst working offshore.

As an Australian expatriate, it is of paramount importance that you understand the implications and benefits when making a financial decision whilst residing offshore so

that you can maximise your financial position. We want to help you understand, and be aware of, some of the most complicating financial implications so that you can continue to grow and preserve your financial assets.

Retiring in Australia
Buying Australian Property
Wills and Estate planning
Growing your wealth whilst living overseas

Find out more:
https://summitfinancial.asia/specialist-advice/australian-expats

21/02/2022

Join us on this insightful webinar where Stuart Rankin, Partner at Summit Financial, a Partner Practice of St. James’s Place Asia, and Tony Smith, Head of Technical Support for St. James’s Place Asia, provides an overview of some of the key financial considerations UK nationals should consider whilst planning for their move back to the UK.

Date: 2 March 2022, Wednesday
Time: 12:00pm to 1:00pm
Register here: https://attendee.gotowebinar.com/register/3180230052428472075?source=Facebook

01/09/2021

Are you aware of the retirement income options you have? As an expat working in Asia, have you been making your national insurance contributions?

Start planning for your retirement and owning the choices that are available to you. Download your UK pensions checklist today: https://www.sjpasiainfo.com/summit-financial-uk-pensions

25/08/2021

When planning for retirement, we face certain unknowns. But, one thing we know for sure - it's never too early to start saving!

Start planning for your retirement and owning the choices that are available to you. Download your UK pensions checklist today: https://www.sjpasiainfo.com/summit-financial-uk-pensions

18/08/2021

As life expectancy rises around the world and living past 100 years old becomes more common, it is vital that we are well-prepared for our retirement.

Start planning for your retirement and owning the choices that are available to you. Download your UK pensions checklist today: https://www.sjpasiainfo.com/summit-financial-uk-pensions