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

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How WILL you be remembered?

Think that estate planning is about what happens to your money after you die? You’re right… and wrong! It’s really more about you

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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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Latest News

 

4 Ways to Maximise Your Retirement Funds

4 Ways to Maximise Your Retirement Funds

Start planning today to maximise your retirement funds and enjoy your retirement! Learn more in this article on how to maximise your retirement funds in 4 ways.

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The different stages of retirement

The different stages of retirement

As the age of retirement starts approaching nearer and nearer, there are a few stages of retirement and at each stage, your expenses and planning are different.

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Living The Golden Years

Living The Golden Years

With the arrival of the golden years, have you decided how you will spend your retirement years? Your retirement years should be enjoyable, especially after decades of hard work building your career and supporting your family.

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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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