Identify your needs

Summit Planners offers a whole range of comprehensive and value-added financial services for your needs. 

Grow Your Business

Our customisable services and warm approach allows our client to enjoy a multitude of financial solutions without the hassle and trouble.

Plan And Assist

We identify your needs and assist in the best way possible to grow your unique business model. 

SUCCESS IS ONLY A PLAN AWAY

Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision.
Our services span a wide range and diverse fields, with offices in gateway cities.
Expect to find unique benefits in our products for little inconveniences that could upset your day and to cope with life’s misfortunes, because we believe that life should be full of pleasant surprises too.

 

 

Our Events

New Year, New Plans, New Career

New Year, New Plans, New Career

Think financial planning is just about selling insurance policies or cold calling? Not at Summit Planners, where we are invested in grooming a

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WITH A WILL, THERE’S A WAY

With A Will, There’s A Way

Estate Planning is necessary for individuals regardless of wealth. It is necessary as long as the individual has assets or has loved ones.

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Do I Need A Will or LPA?

Do I Need A Will or LPA?

Learning more about will writing and LPA – it is not about how much you have, but rather how you value what you

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Success Stories