Summit Planners Cluster

Summit Planners Cluster Summit Planners Cluster is a cluster of branch units representing Manulife Financial Advisers Pte Ltd
Disclaimer: https://manulifefa.com.sg/rep-disclaimer.html

Within a short span of 9 years, we grew from the smallest cluster in April 2015 to the end of 2015 with 84 representatives and now we are a strong team of over 480 representatives and still counting. At Summit Planners Cluster, we offer a full spectrum of financial planning advisory services to cater to your personal and business needs. We strive to provide our clients with customised solutions 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 Cluster, one can count on us to help achieve those goals in life, and plan the route towards the Summit.

💡 Are you leaving behind wealth or a lasting financial foundation?Passing down assets is one thing, but preparing future...
07/09/2026

💡 Are you leaving behind wealth or a lasting financial foundation?

Passing down assets is one thing, but preparing future generations to benefit from them is another. A thoughtful legacy plan helps preserve both wealth and purpose for the family.

Key points to consider:

✅ Create a clear plan for how assets should be passed on
✅ Help future generations understand financial responsibility
✅ Consider ways to protect family wealth over time
✅ Align your legacy with your family values and goals

Comment below or DM to get in touch with Christopher today.

Disclaimer: The content shared is for general informational purposes only and does not constitute financial or legal advice. While we strive for accuracy, all information is provided on an "as is" basis. We cannot guarantee that the information is complete, accurate, or suitable for your specific needs. The views expressed are solely those of the writer and do not necessarily reflect the views of Manulife Financial Advisers Pte. Ltd (“Manulife FA”). Please consult with a financial or legal professional for advice tailored to your personal circumstances.

Happy Teacher’s Day 🍎📚Appreciating the dedication, patience, and guidance of teachers who shape every generation.Thank y...
04/09/2026

Happy Teacher’s Day 🍎📚

Appreciating the dedication, patience, and guidance of teachers who shape every generation.

Thank you for inspiring learning and growth.

Join us for a focused session designed to provide greater clarity on CPF nominations and key considerations in CPF plann...
31/08/2026

Join us for a focused session designed to provide greater clarity on CPF nominations and key considerations in CPF planning.

Following strong interest from our previous session, we are pleased to bring this session back. Liang Weirong, senior deputy director, CPF Nominations, will be covering how CPF nominations work and common scenarios where gaps may arise. Stephen Chew, principal consultant at Summit Planners, will share an overview of Summit Legacy Trust and how it may help address these gaps, giving you a broader and deeper understanding of how to plan the distribution of your CPF savings according to your intent.

Speakers:
Mr Liang Weirong
Senior Deputy Director
Nominations & Accounts Closure Department, CPF Board

Mr Stephen Chew
Principal Consultant, Summit Planners
Sharing an overview of Summit Legacy Trust, offered by Riverside Trustees Ltd.

Date: 12 September 2026 (Saturday)
Time: 9:30am to 11:30am
Venue: Diamond and Quartz Room, Keppel South Central, Level 4, 10 Hoe Chiang Road, Singapore 089315

Refreshments will be provided.

Seats are limited so reserve your spot today. Register at: https://www.summitplannerscluster.com/campaigns/cpf-seminar-20260912?code=SPCIG

Terms and Conditions apply. Attendance is restricted to adult participants only. Children will not be admitted to the seminar.

Disclaimer: The views and opinions expressed belong to the external speaker(s) and do not represent the views of Manulife Financial Advisers Pte. Ltd.

💡 How do you ensure your wealth lasts beyond one generation?Many people work hard to build wealth but may not have a cle...
26/08/2026

💡 How do you ensure your wealth lasts beyond one generation?

Many people work hard to build wealth but may not have a clear plan for how it will be managed or passed on. Legacy planning helps create structure so your wealth can continue supporting future generations.

Key points to consider:

✅ Put clear instructions in place for wealth distribution
✅ Consider structures to preserve family wealth over time
✅ Prepare the next generation for financial responsibility
✅ Review your legacy plan as family needs evolve

Comment below or DM to get in touch with Shao Liang today.

Disclaimer: The content shared is for general informational purposes only and does not constitute financial or legal advice. While we strive for accuracy, all information is provided on an "as is" basis. We cannot guarantee that the information is complete, accurate, or suitable for your specific needs. The views expressed are solely those of the writer and do not necessarily reflect the views of Manulife Financial Advisers Pte. Ltd (“Manulife FA”). Please consult with a financial or legal professional for advice tailored to your personal circumstances.

Education is one of the greatest gifts you can give your children, but costs are rising every year. Smart financial plan...
20/08/2026

Education is one of the greatest gifts you can give your children, but costs are rising every year. Smart financial planning helps you provide quality education without compromising your family’s lifestyle or savings. 🎓

📩 Contact us to start a financial plan tailored to your family.

Disclaimer: The content shared is for general informational purposes only and does not constitute financial, legal, or investment advice. It is not an offer or solicitation to buy or sell any financial product. While we strive for accuracy, all information is provided on an “as is” basis and may not be complete or suitable for your specific needs. The views expressed are solely those of the writer and do not necessarily reflect the views of Manulife Financial Advisers Pte. Ltd (“Manulife FA”). Please consult with a licensed financial or legal professional for advice tailored to your personal circumstances.

🌅Retirement is a new chapter, and your protection needs may change with it. Many retirees keep the same insurance plans ...
17/08/2026

🌅Retirement is a new chapter, and your protection needs may change with it. Many retirees keep the same insurance plans they bought years ago, without realising that coverage, premiums, and benefits may no longer match their current lifestyle or healthcare needs.

A simple review today can help you stay protected and confident for the years ahead. Contact us to review your insurance and protection in retirement.

Disclaimer: The content shared is for general informational purposes only and does not constitute financial, legal, or investment advice. It is not an offer or solicitation to buy or sell any financial product. While we strive for accuracy, all information is provided on an “as is” basis and may not be complete or suitable for your specific needs. The views expressed are solely those of the writer and do not necessarily reflect the views of Manulife Financial Advisers Pte. Ltd (“Manulife FA”). Please consult with a licensed financial or legal professional for advice tailored to your personal circumstances.

💡 Are you earning more but still feeling financially stretched?Higher income doesn’t always mean greater financial freed...
12/08/2026

💡 Are you earning more but still feeling financially stretched?

Higher income doesn’t always mean greater financial freedom when expenses quietly increase over time. A proper cash flow plan helps you direct money with intention.

Key points to consider:

✅ Track where your money is going each month
✅ Separate needs, wants, and savings priorities
✅ Watch for lifestyle inflation as income increases
✅ Create a plan for spending, saving, and investing

Comment below or DM to get in touch with Michelle today.

Disclaimer: The content shared is for general informational purposes only and does not constitute financial or legal advice. While we strive for accuracy, all information is provided on an "as is" basis. We cannot guarantee that the information is complete, accurate, or suitable for your specific needs. The views expressed are solely those of the writer and do not necessarily reflect the views of Manulife Financial Advisers Pte. Ltd (“Manulife FA”). Please consult with a financial or legal professional for advice tailored to your personal circumstances.

Happy National Day Singapore ❤️Celebrating unity, resilience, and the journey of our nation together.Proud to call this ...
09/08/2026

Happy National Day Singapore ❤️

Celebrating unity, resilience, and the journey of our nation together.
Proud to call this home.

What happens to everything you've worked so hard for when you're no longer around? 🤔Many people assume their loved ones ...
06/08/2026

What happens to everything you've worked so hard for when you're no longer around? 🤔

Many people assume their loved ones will "figure it out." Unfortunately, that isn't always the case.

A will does more than distribute your assets. It gives your family clear instructions, reduces uncertainty, and helps avoid unnecessary disputes during an already difficult time.

Join our Will Planning Seminar and discover:

✅ Why having a will matters more than most people think
✅ Common misconceptions that could cost families time and money
✅ Practical steps to put your wishes into writing

No legal jargon. Just practical insights to help you make informed decisions.

📅 16 September 2026, Wednesday
🕕 6.00 PM to 9.00 PM (6:00 PM Registration | 6:30 PM Seminar)
📍 Keppel South Central, Level 4, 10 Hoe Chiang Road, Singapore 089315
🎁 Lucky Draw: Win a S$100 Will Writing voucher (3 winners)
🍽️ Light refreshments provided.

Register at: https://events.summitplanners.com/will/?code=SPCFB&slot=5

Terms & Conditions apply. Attendance is restricted to adult participants only. Children will not be admitted to the seminar.

Disclaimer: The views and opinions expressed belong to the external speaker(s) and do not represent the views of Manulife Financial Advisers Pte. Ltd.

Address

10 Hoe Chiang Road, Keppel South Central, Level 4
Singapore
089315

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00

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