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

Will Writing and You

Will Writing and You

Many people think that you need to be old and/or rich in order to have a will. That’s definitely not true – debunk

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Summit Planners Ladies’ Night Your Journey Begins Here

Summit Planners Ladies’ Night Your Journey Begins Here

“Women are the largest untapped reservoir of talent in the world.” Hillary Clinton   It can be very challenging to juggle the demands

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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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Latest News

 

protect-business

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 are the fundamentals of Financial Success?

What are the fundamentals of Financial Success?

Stephen shares the fundamentals of Financial Success. Learn how to achieve Financial Success by creating Life Plan through Financial and Estate Planning!

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Real Estate & Financial Planning

Real Estate & Financial Planning

In this article, we will focus on the different forms of real estate ownership and how it can become complicated in the area of Financial Planning.

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Financial Consultant Must-Know: Real Estate – An Overview

Financial Consultant Must-Know: Real Estate – An Overview

An overview of a series of articles gathered & tailored for financial consultants to learn about real estate and how it is related to financial planning.

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