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Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision.
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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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In “Trust” You Can Place Your Trust!

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You Need This Travel Essential!

You Need This Travel Essential!

Plan for the fun times and be ready for the unexpected. Enjoy peace of mind during your well-deserved getaway with this essential item – travel insurance!

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A bright start for a brilliant future

A bright start for a brilliant future

Use Education Planning in your Life Plan and help your children reach their potential. Get a head start now to reduce the strain on family finances.

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Conversations With Stephen Chew

DIRREECT™ – Estate Planning

I’m Stephen, in this episode, I will be sharing three important aspects on how you should approach Estate Planning as part of your bigger Life Plan!

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DIRREECT™ - Education Planning

DIRREECT™ – Education Planning

I’m Stephen, Your Go-To Consultant for financial success! I will share more about how you can create a brighter future for your child through Education Planning!

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DIRREECT™ – Retirement Planning

I’m Stephen, Your Go-To Consultant for financial success! I will be sharing a simple tip on how you can retire stylishly in this episode.

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