SUMMIT PLANNERS PTE LTD

One-stop Insurance Based integrated financial services provider

Summit Planners was already in existence in 1994¡­¡­ in the minds of four far-sighted individuals with the purpose of providing integrated financial services to their existing and potential clients. Their determination to realise their one common goal brought into reality the official launch of Summit Planners Pte Ltd in December 2001.

Summit Planners is a comprehensive financial planning organisation that works in conjunction with other financial professionals and institutions to integrate clients with full accounting, auditing, tax, legal referral, estate planning, corporate & individual insurance, banking & finance, investment services, trust, training and real estate services.

We specialise in growing and enhancing businesses and have clients from all aspects of the business community, from small family-run operations to large corporate groups. We provide business solutions and offer a complete range of services that assures improvements to overall business performance.

As at 31 December 2003, Summit Planners has more than 150 representatives whom have a total client base of more than 30,000. The clients include family individual, high net worth individual and SME.

Our Vision

ONE-STOP INSURANCE BASED INTEGRATED FINANCIAL SERVICES PROVIDER