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We lead you to the Summit. Do they?
We are, undoubtly, in a new, exciting and most challenging era in the financial industry.
Summit Planners comes at this crucial time with the aim of providing you with a whole range of comprehensive and value-added financial services.
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 clients. Their determination to realise their one common goal brought into reality the official launch of Summit Planners in December 2000.
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, referral, corporate risk management, family protection planning, wealth management planning, estate planning, corporate & individual insurance planning, banking & finance consultancy, investment services, trust, training and real estate services.
Summit Planners identifies our customer needs and aims and assit our client in running and growing their business by providing the customised business solution to suit their individual business model. With our unique services, our client enjoys access to a comprehensive range of services that save the hassle of client going to different service provider for different services.
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