Ellegiance Training and Consultancy

06/10/2025

❓ Did you know that you can transfer your property to a trust after your passing?

✔️ There are several advantages to doing so, most importantly, it helps protect your property from creditor claims and division in a matrimonial settlement.

📞 Talk to me to explore the various ways to manage your property after death.

27/08/2025

Do you know as if 1 Feb 2024 CPF allow nominees and family members access your CPF account info?

If you have other plans DM me.

27/08/2025

Why you need to have a LPA done asap!

You do not want to leave decision making of your personal preference of care giving to others. You may not like the outcome.

Follow me to find out more.

18/08/2025

👪 Parents, have you ever thought about safeguarding your family's future?

Let's delve into a topic that may not be the most exciting, but it's undeniably crucial: Will Planning. Think of it as a safety net for your family's future. By having a solid will in place, you ensure that your hard-earned assets are distributed according to your wishes, providing stability and security for your loved ones even when you're not around.

✅ Ensure your children are cared for
✅ Prevent family disputes
✅ Allow you to choose beneficiaries
✅ Provide peace of mind for the future

Join us at our Will Planning Seminar and ensure peace of mind for you and your family. See you there! 📅✨

Date: 9 September 2025, Tuesday
Time: 6.00 PM – 9:00 PM
Venue: Keppel South Central, Lvl 4, 10 Hoe Chiang Road, (S) 089315

Register at: https://summitplannerscluster.com/campaigns/will-planning-seminar-2025?design=3&code=0Q061&slot=5

Terms & Conditions apply.

06/08/2025

Looking to secure your legacy and ensure your assets are managed the way you want? 🤔

Discover the power of a trust in legacy planning, designed to manage and protect your assets for the benefit of your beneficiaries. By establishing a trust, you can ensure that your wealth is preserved and distributed according to your precise wishes. 👨‍👩‍👧‍👦

Key Benefits of a Trust:
✅ Asset Protection
✅ Control Over Distribution
✅ Privacy
✅ Bypass Probate

Join us at our upcoming Trust seminar to learn how this essential tool can benefit your estate planning. Our experts will guide you through the advantages of trusts, how they work, and how to tailor them to fit your unique needs.

Don't miss this opportunity to take control of your legacy and secure your family’s future. Register now to reserve your spot!📅✨

Date: 15 August 2025, Friday
Time: 6 PM – 9 PM
Venue: Keppel South Central, Lvl 4, 10 Hoe Chiang Road, Singapore 089315

Register at: https://www.summitplannerscluster.com/campaigns/trust-planning-seminar?code=0Q061&slot=7&design=1

Terms & Conditions apply.

Stand a chance to win a voucher worth S$300 for a Trust Planning service (Three lucky winners will be selected)

25/07/2025

We're pleased to inform you that you can register your clients/leads for their attendance at our upcoming Trust Planning seminar on 15 August 2025 using the Google Form provided below.

Please take a moment to fill out the form and indicate whether your lead will be attending the seminar. Your cooperation is greatly appreciated.

Google Form Link: https://forms.gle/Pc84ftz3SKuAa8kFA [https://forms.gle/Pc84ftz3SKuAa8kFA]

The eDM for you to share to your social media/client for lead generation is also available in SPGo! -> https://www.appon.tech/posts?id=68783b7ce245618fe87a9b1b&type=campaign [https://www.appon.tech/posts?id=68783b7ce245618fe87a9b1b&type=campaign]

Access Google Forms with a personal Google account or Google Workspace account (for business use).

21/07/2025

Looking to secure your legacy and ensure your assets are managed the way you want? 🤔

Discover the power of a trust in legacy planning, designed to manage and protect your assets for the benefit of your beneficiaries. By establishing a trust, you can ensure that your wealth is preserved and distributed according to your precise wishes. 👨‍👩‍👧‍👦

Key Benefits of a Trust:
✅ Asset Protection
✅ Control Over Distribution
✅ Privacy
✅ Bypass Probate

Join us at our upcoming Trust seminar to learn how this essential tool can benefit your estate planning. Our experts will guide you through the advantages of trusts, how they work, and how to tailor them to fit your unique needs.

Don't miss this opportunity to take control of your legacy and secure your family’s future. Register now to reserve your spot!📅✨

Date: 15 August 2025, Friday
Time: 6 PM – 9 PM
Venue: Keppel South Central, Lvl 4, 10 Hoe Chiang Road, Singapore 089315

Register at: https://www.summitplannerscluster.com/campaigns/trust-planning-seminar?code=0Q061&slot=7&design=1

Terms & Conditions apply.

20/07/2025

Attend an event to find out solution for a client whose uncle have been in hospital for cancer treatment, have been in hospital for 2 mths!

Due to his condition, client have been paying out of his pocket for his uncle monthly home expenses.
Bills, salary for helper, etc.

His uncle had done LPA but due to his condition is not able to certified incapable to make decisions, his Donee is not able to act in his behalf to manage his payment.

I have check to apply for Deputyship, but it will needs approx 6 to 9 mths to get approval!

As we are promoting to be prepared for our medical needs thru LPA, ACP, Wills.

Are there a big gap in ensuring family members have timely financial access to continue to provide due deserve healthcare support and treatment for their love ones?

Is there a possibility more solutions available if consulting professional to bridge this gap?

How about providing the right finance to pay for the nursing or medical care?

Is buying terms n invest the rest a REAL solution to all these issues when arise in old age? Putting family members into difficult position to decide whether to sell or hold your beloved stocks or assets?

DM for a consultation, know your options and make informed decisions!

https://www.aic.sg/
https://mylegacy.life.gov.sg/
https://www.msf.gov.sg/what-we-do/opg/resources/assisted-deputyship-application-programme-adap
https://www.cpf.gov.sg/member/account-services/providing-for-your-loved-ones/making-a-cpf-nomination

16/07/2025

Hiring a new admin for clerical work. Fresh graduates or new joiners from career break are welcome. No experience required send resume to [email protected]

26/06/2025

- Plan ahead to avoid family disputes.

- Ensuring your assets are protected from biz creditors or divorce.

- Ensuring your special needs children have sufficient funds to be cared for.

Join us for an informative session #

PM- Elaine Loh

14/06/2025

📢 Level Up Your Trust Planning Skills!

Are you a Financial Services Consultant looking to stay ahead of the curve? Join us for an exclusive seminar led by Stephen Chew, Principal Consultant of Summit Planners, as he breaks down the essential role of trusts in wealth protection and legacy planning.

Learn how trust structures can safeguard your clients' wealth while enhancing your advisory capabilities in an ever-evolving financial landscape. 🌱

📅 Date: 18 August 2025 (Monday)
🕕 Time: 9.30 AM – 11.30 AM
📍 Location: Keppel South Central, LVL 4, Diamond and Quartz Room, 10 Hoe Chiang Road, (S) 089315

👉 Seats are limited. Register now at https://summitplannerscluster.com/campaigns/trust-planning-consultants-seminar-20250818?code=0Q061

Don’t miss this opportunity to expand your knowledge and provide more value to your clients. See you there!

Terms & Conditions apply.