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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.
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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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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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