Summit Planners - One-stop Integrated Financial Services Provider

Our Services

Our services span a wide range and diverse fields, with offices in gateway cities.

Accounting, Corporate Secretarial and Tax Related Services read more	Corporate Risk Management read more	Financial Planning read more
General Insurance read more	Real Estate read more	Estate Planning read more
Banking and Financial Consultancy read more	Legal Services read more	Training and Publications read more
Wealth Management and Trust read more

Accounting, Corporate Secretarial and Tax Related Services

• Management and financial reports
• Tabulating quarterly GST
• Tax compliance
• Tax planning for individuals and companies
• Business registration
• Company incorporation
• Business information searches
• Liquidation, winding-up and strike-off
• Independent statutory audit
• Audit certification
• Audit and Assurance

Corporate Risk Management

• Business succession planning
• Compensation for loss of profit insurance
• Credit protection insurance
• Creditor/debtor insurance
• Business retirement options
• Golden Handcuff" gratuity
• Loss of key employee insurance
• Employee benefits insurance

Financial Planning

• Risk management
• Term, whole life, unit-linked, accident and health,
critical illness, universal life
• Debt management (Good Loans vs Bad Loans)
• Cash management (Income vs Expenditure)
• Wealth management (Endowment, Unit-linked,
Unit Trusts, Hedge Funds)

General Insurance

• Workmen compensation
• Motor insurance
• Consequential loss insurance
• Fire insurance
• Public liability insurance
• Trade credit & political risk insurance
• Burglary insurance

Real Estate

• Purchase and sale of residential properties
• Purchase and sale of commercial properties
• Rental of residential properties
• Rental of commercial properties
• Management of properties

Estate Planning

• Will writing
• Planning for immediate expenses
• Planning for dependent
• Planning for third generation
• Planning for charities
• Preservation of estate

Banking and Financial Consultancy

• Export and domestic factoring
• Accounts receivable financing
• Working capital loans
• Letter of credit/ trust receipt facilities
• Hire purchase/ leasing/ machinery loans
• Mortgage loans
• Financing for overseas operations
• Local enterprise finance scheme
• Cross border equipment loan

Legal Services

• Arbitration
• Bankruptcy and insolvency
• Civil, commercial and property litigation
• Conveyance & property law
• Family & matrimonial law
• Estate settlement
• Intellectual property
• Corporate finance

Training and Publications

• Coaching and supervision training
• Sales process training
• Management training and leadership development
• Business insurance training
• Investment training
• Portfolio management
• Structured deposit training

Wealth Management and Trust

• Preservation of wealth
• Creation of trusts
• Preservation of trusts
• Trust management
• Endowment
• Unit-linked
• Hedge funds
• Summit planners growth fund