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

Learn The 9Ws™ Way with Stephen

Learn The 9Ws™ Way with Stephen

“Wealth is the ability to fully experience life.” – Henry Thoreau – The right mentality and mindset can help smoothen your road towards

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October 2020: Will Planning

Many people often think that it is “too early” or they are “too young” to start planning their Will. Some have the perception

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Go DIRREECT™ with Stephen

We all know what ‘direct’ means; but do you know what DIRREECT™ stands for?  It comprises eight important planning steps that EVERYONE should

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Latest News

Settling Estate Matters

Settling Estate Matters

When death occurs in the family, family members will have to settle the deceased’s estate. Learn the different circumstances when settling estate matters.

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Will Planning Through All Life Stages

Will Planning Through All Life Stages

Will Planning is an essential aspect that requires thorough review across your life stages. Learn more on how to prepare for your family’s best interests.

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The Will to Plan Amidst the Pandemic

The Will to Plan Amidst the Pandemic

As we acclimatise and move forward with a future-ready perspective in the midst of pandemic, it is also imperative that we review our Will Planning process.

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Conversations With Stephen Chew

Create Your Life Plan: Protection Planning – Accident

Learn how you can deflect the devastating repercussions of an unforeseen accident in the 33rd episode of #StephenShares Vlog!

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Create Your Life Plan: Protection Planning – Illnesses

Certain illnesses cannot be predicted or prevented, so find out how you can be financially prepared in the 32nd episode of #StephenShares Vlog!

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Create Your Life Plan: Protection Planning – Disability

I’m Stephen, Your Go-To Consultant for financial success! Find out how you can overcome the uncertainties and consequences of disability in this latest episode.

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Get Informed!

Get Informed!

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