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

Plan For The Future, Live In The Present

Plan For The Future, Live In The Present

It’s never too early to think about the “R” word – retirement! Planning early just means you are one step closer to living

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Pursue Your Dream, Protect Your Business

Pursue Your Dream, Protect Your Business

As a business owner, what do you value the most? If progress and continuity is important to you, ensure you have the right

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Overseas Workshop: Estate Planning

Overseas Workshop: Estate Planning

Participants will learn about estate planning, how to utilise tools such as will writing, LPA, AMD and how different structures can be used

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Latest News

 

Summit Planners at Manulife Financial Advisers’ Awards Night

Summit Planners at Manulife Financial Advisers’ Awards Night

We were delighted to be part of Manulife’s grand celebration at the recent “Simply The Best” Awards Night, where top performers of the past year were recognised and awarded.

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Managing Your Cancer Risks & Medical Costs

Managing Your Cancer Risks & Medical Costs

There are many insurance plans available to help you with your future medical expenses so that you and your loved ones can afford good quality healthcare when you need it.

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Millennials & Their Expectations of Retirement Years

Millennials & Their Expectations of Retirement Years

Eight out of 10 millennial investors in Singapore believe they will be able to maintain or improve on their current lifestyle after they retire.

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Conversations With Stephen Chew

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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Concerns of Sole Proprietorship

Concerns of Sole Proprietorship

Sole proprietorship comes with its advantages and a unique set of challenges; learn how you can mitigate the risks.

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Our Story