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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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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Create Your Retirement Identity and Plan

The most important thing you need to retire is a plan! Yet to make one, or don’t know where or how to begin?

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Estate Planning: A Must-Know for Financial Practitioners

By increasing your understanding of estate planning, you can offer integrated solutions and sound advice to your clients in all aspects of their

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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

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