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

Will Writing and You

Will Writing and You

Many people think that you need to be old and/or rich in order to have a will. That’s definitely not true – debunk

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Summit Planners Ladies’ Night Your Journey Begins Here

Summit Planners Ladies’ Night Your Journey Begins Here

“Women are the largest untapped reservoir of talent in the world.” Hillary Clinton   It can be very challenging to juggle the demands

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2018 Tax: The Must-Know for Financial Practitioners

The year is soon drawing to a close and we are almost ready to welcome 2018. Now’s an opportune time to prepare and

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Latest News

 

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Not all gloom and doom for SMEs: Protect Your Business!

Summit Planners has a comprehensive suite of business protection solutions to help you ensure the success and continuity of the hard-earned fruits of your labour.

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Traits of a successful financial planner

In a competitive market like today, one of the best ways to differentiate yourself as a financial planner is work on your traits that help to develop strong relationships, grow your professional network and be future-ready.

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Financial Quick Tips and Quiz!

Financial Quick Tips and Quiz!

Catch our Quick Tips and Quiz on our Facebook Page now and stand the chance to win FREE movie tickets in our Quiz giveaway!

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Conversations With Stephen Chew

Don’t Overlook The Importance of Succession Planning for Your Medical Practice

Don’t Overlook The Importance of Succession Planning for Your Medical Practice

A detailed succession plan, crafted in advance and with the advice of a financial planner can help preserve and enhance the value of the practice for medical practitioners, as well as reduce unnecessary legal and financial issues that can arise during transition of ownership.

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What Should I Know if I Join Private Practice?

What Should I Know if I Join Private Practice?

There are many paths open to medical practitioners, whether they prefer to stability of being employed, or the freedom of being self-employed. It take a good business plan to map out a successful journey!

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What You Need To Know About Estate Planning

What You Need To Know About Estate Planning

Many people are not aware of what Estate Planning is all about. It is a vital aspect of financial planning that applies to everyone with assets, regardless of amount of wealth.

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