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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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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Be a smart traveller with TM Xplora

Your travel checklist is not complete until you have the right travel insurance plan in your pocket! Choose Tokio Marine TM Xplora to

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Latest News

 

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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Saving for success, preparing for tomorrow

Saving for success, preparing for tomorrow

As the average life expectancy increases globally, Asian countries are now facing the issues that Western markets have been grappling with for many years. Healthcare and education costs are also predicted to rise and with rising living costs and property price, housing has become increasingly unaffordable. Ensuring that you have enough savings stashed away to turn aspirations into reality has never been more critical.

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A Nation Celebrates

A Nation Celebrates

Singapore turns 52 this year and the nation is ready to celebrate with fanfare and flair. Be part of the festive mood by joining in the many exciting activities or maybe even take this opportunity to enjoy a short trip with the 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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Our Story