Summit Planners

08/06/2026

Financial planning isn’t a once-a-year task; it evolves as your life does. 🔄

If you’ve experienced changes in your career, family, or goals, now is the right time to review your protection, savings, investments, and retirement plans.

Let’s connect and make sure your financial roadmap still fits where you’re headed. 💰🚀

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

31/05/2026

What matters most in life often feels the simplest. 🪷

The people we love, the kindness we show, and the moments we are fully present in. 🤍

Happy Vesak Day!

27/05/2026

Wishing you a meaningful Hari Raya Haji filled with reflection, gratitude, and moments with loved ones. 🌙🤍

This season also reminds us that caring for our family goes beyond the present, through thoughtful actions and planning that help protect what matters most.

25/05/2026

We’re grateful to everyone who joined our recent Will Planning Seminar. 💙

It was encouraging to see individuals take time to reflect on how they can better protect what matters most: their loved ones, their wishes, and the life they’ve built.

If you’d like to explore how Will planning can be tailored to your personal needs, we’re happy to connect and guide you through it. 🤝

18/05/2026

What happens to your CPF savings if no nomination is made? Most people assume it will naturally go to their loved ones, but the reality is it may not go to the people you intended. 🤔

Join us at our CPF & Trust Planning Seminar to uncover common gaps in CPF planning and explore how Summit Legacy Trust can ensure your wishes are clearly carried out.

✍️ Limited to 100 seats, register here: https://www.summitplannerscluster.com/campaigns/cpf-seminar-20260613?code=SPFB

15/05/2026

Thank you to everyone who joined us for our Special Needs & Future Care Planning Seminar. 💙

We’re grateful to have shared meaningful conversations on planning for the long-term care, protection, and well-being of loved ones with disabilities, from future caregiving considerations to the role of insurance and financial planning in building greater peace of mind.

If you’d like to learn more about future care planning and how to better prepare for your loved ones’ needs, we’d be happy to connect and support you through the journey. 🤝

13/05/2026

Living longer is a blessing, but it also means making sure your wealth lasts longer, too. In Singapore’s ageing landscape, longevity risk makes smart retirement and wealth planning more important than ever. 💰

For business owners, succession planning is equally key to protecting your legacy and loved ones. Read more here: https://www.summitplanners.com/plannings/longevity-risk-succession-planning-singapore/

📩 Contact us today to plan with confidence.

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

Retirement is often associated with financial security and stability. Plan and ensure that a longer life remains a secure and fulfilling one!

10/05/2026

She’s always been the one quietly keeping everything in place, from daily needs to long-term stability. Behind those small reminders, she’s making sure we’re taken care of. Today, let’s return that care. 🤍💐

👉 Connect with us to build a holistic financial plan, from protection to legacy planning for her and your family.

Happy Mother’s Day!

01/05/2026

Today’s for you, for every early morning, long day, and all the effort you put in behind the scenes. 💼✨

Wishing you a Happy Labour Day and celebrating everything you’re working towards.

23/04/2026

Thinking about how your assets will be handled one day, but not sure where to start? 🤔

Join us at our Will Planning Seminar to know how a properly structured Will can secure your legacy, protect your wishes, and bring peace of mind for your family.

✍️ Seats are limited, register here: https://events.summitplanners.com/will/?code=SPFB&slot=3