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

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

 

How “Millennial” you are with your money?

Save or splurge? “You Only Live Once” or “Save For A Rainy Day”? Take this quiz to find out what you should be doing with your money!

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Real Estate – Taxes Relevant to Seller of Property

As a seller of property, your net cash to you is not the selling price of the property but to reduced many expenses and repayment. This article will summarise the various taxes applicable.

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Fearful of making an estate plan? Here are 4 reasons not to be afraid!

There are many things to be afraid of but estate planning should not be one of them. We present these four main reasons to get over that irrational fear!

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Conversations With Stephen Chew

30 Aspects of Financial Success: Create Your Life Plan

I’m Stephen, Your Go-To Consultant for financial success! In this latest episode, let me make Life Planning easier for you by sharing the two easy steps you need to first take!

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Real Estate – Taxes Relevant to Seller of Property

As a seller of property, your net cash to you is not the selling price of the property but to reduced many expenses and repayment. This article will summarise the various taxes applicable.

read more

Protect Your Most Valuable Asset - The Value of Your Business!

Protect Your Most Valuable Asset – The Value of Your Business!

If you are a business owner, you have to check out my latest Vlog and find out what are the top four risk management tools you should be utilising.

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Our Story


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