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Summit Planners offers a whole range of comprehensive and value-added financial services for your needs. 

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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

Mondays with Stephen – The Go-to Consultant for Consultants!

As a trusted consultant, you must be able to understand your clients’ unique needs at each stage of their lives. Equipping yourself with

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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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Financial Truths Every Mummy Needs To Know

Motherhood is an important life milestone. As your circumstances change, so should your financial plans!

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The 3Cs of a Life Plan

Summit Planners believe that there is no “one-size-fits-all” solution. What you get is a personalised Life Plan that we craft in line with the 3Cs.

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Financial Wellness Tips for Women

A good life plan will require a suite of financial and insurance solutions tailored to each woman’s unique situation. Here are some tips for women.

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Conversations With Stephen Chew

DIRREECT – Investment Planning

I’m Stephen, Your Go-To Consultant for financial success! In this episode, I would like to share more about the three-prong approach to getting more investment-savvy!

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Real Estate – Income Tax Treatment on Rental Income

Rental income is taxable on the owner based on the net rental income derived from 1 January to 31 December. Learn more about income tax treatment on rental income.

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DIRREECT – Debt Management

I’m Stephen, Your Go-To Consultant for financial success! In this newest episode, I will share more about how you can manage your debt situation with these three essential points!

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