YOUR SUCCESS IS OUR ULTIMATE GOAL. TOGETHER, WE SCALE THE SUMMIT!
In 1994, four passionate individuals shared a vision and a dream. Six years down the road, their determination to realise a common dream led to the creation of Summit Planners in December 2000. Summit Planners is an avant-garde organisation that works in conjunction with professionals and institutions, to provide clients with business and financial solutions.
At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength.
We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners, one can count on us to help achieve those goals in life, and plan the route towards the summit.
services
we provide
Summit Planners Pte Ltd is a one-stop provider of integrated financial services:
Summit Planners is led by Stephen Chew, a noted adviser, consultant, lecturer and author of financial practitioners' publications such as: 'Estate Planning Relevant to Financial Advisers', 'Taxation Relevant to Insurance Practitioner', and 'Planning for Business Owners and Professionals'.
OUR VISION
Your success is our ultimate goal. Together, we scale the SUMMIT!
WHAT IS ESTATE PLANNING?
PLAN FOR YOUR
LOVED ONESEstate planning is the deliberate planning process of ensuring your loved ones are financially provided for when you pass on.
Plan For The
Future There are many reasons why you should consider estate planning an important part of your plans for the future. Read on to understand more.
PROFILE OF
AN ADVISERThe Summit Planners Estate Planning team consists of experienced financial advisers who are well trained in estate planning. Read to see how we can help.