Summit Planners

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Summit Planners Summit Planners is an avant-garde organisation providing business and financial solutions. Our Companies

Summit Planners Pte. Ltd. Summit Planners Academy Pte.

Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Six years later, their determination to realise their common dream led to the creation of Summit Planners in December 2000. Summit Planners astutely identifies customer needs and expertly assists our clients in the best way possible in growing their businesses. Our unique approach and diverse services allow our clients to enjoy a multitude of financial solutions without hassle and inconvenience. As a comprehensive financial planning organisation, we work in conjunction with other financial professionals and institutions to connect our clients with full accounting, auditing, tax, referral, corporate risk management, family protection planning, wealth planning, estate planning, corporate and individual insurance planning, banking and finance consultancy, investment, trust, training and real estate services. Summit Planners Employment Agency Pte Ltd. Summit Planners Accounting Services Pte. Summit Planners Audit LLP
Summit Planners Corporate Secretarial Pte. Summit Planners Investment Holdings Pte. Summit Planners Sdn. Bhd. Summit Trust Ltd. Summit Planners Technology Pte Ltd

👻 A missing Will, family disputes over property or an unplanned business succession can turn estate planning into a real...
31/10/2026

👻 A missing Will, family disputes over property or an unplanned business succession can turn estate planning into a real-life nightmare.

🎃 This Halloween, review your plan to ensure it reflects your wishes, assets and family’s needs. Don’t leave your loved ones facing uncertainty. Plan ahead with Summit Planners. 🤝

Equal shares don’t always mean a fair inheritance. 💙From financial maturity to individual needs, there are many factors ...
30/10/2026

Equal shares don’t always mean a fair inheritance. 💙

From financial maturity to individual needs, there are many factors to consider when planning how your wealth will be passed on.

The right approach starts with understanding what matters most to your family and the legacy you want to leave behind.

👉 Read the full article here: https://www.summitplanners.com/estate_planning/when-equal-isnt-always-fair-planning-legacy/

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.

Discover why equal isn’t always fair in legacy planning and how to structure your inheritance around your family’s unique needs in Singapore.

A little planning today can make a meaningful difference for the people and legacy you leave behind. 💙Thank you to every...
28/10/2026

A little planning today can make a meaningful difference for the people and legacy you leave behind. 💙

Thank you to everyone who joined us for our Trust Planning Seminar! We hope you walked away with a better understanding of how trusts can help manage your assets, provide for your loved ones and put your long-term intentions into action.

And of course, it wasn’t just about learning! With our lucky draw, attendees got to win some exciting prizes.

Have questions about how trust planning fits into your bigger financial picture? Let’s start a conversation. 🤝

18/10/2026

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

We hope the session offered valuable insights into how SNTC trusts, Living Trusts and insurance can help families plan for long-term care and build greater financial security for loved ones with special needs.

Every family’s journey is different, and planning ahead can help bring greater clarity and confidence for the future. If you need guidance on your family’s planning needs, we’re here to help. Let’s talk. 🤝

Have you made plans for how your legacy will be passed on? 📝Join us at our Will Planning Seminar to learn how a Will can...
15/10/2026

Have you made plans for how your legacy will be passed on? 📝

Join us at our Will Planning Seminar to learn how a Will can help communicate your wishes and provide clarity for your loved ones.

📌 Seats are limited. Register today: https://events.summitplanners.com/will/?code=SPFB&slot=6

09/10/2026

Thinking of giving your property or assets to someone you love? 🎁

A Deed of Gift can help make your intentions clear and formally transfer your gift to your chosen recipient.

Join Stephen Chew, Principal Consultant at Summit Planners, for a Trust Planning Seminar and learn more about effective estate and legacy planning.

📅 21 October 2026
🕕 6:00 PM – 9:00 PM
📍 Keppel South Central, Level 4, Diamond & Quartz Room
10 Hoe Chiang Road, S089315

🎟️ Save your seat: https://events.summitplanners.com/trust/?code=SPFB&slot=5

Life changes. Your plans should keep up. 📝✅What made sense for your family and finances a few years ago may not look the...
06/10/2026

Life changes. Your plans should keep up. 📝✅

What made sense for your family and finances a few years ago may not look the same today. A regular estate planning check-in can help you spot what needs updating before the year ends.

👉 Save this checklist and use it as a starting point for your Q4 review.

Connect with Summit Planners today for your estate planning needs. 🤝

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.

02/10/2026

When you’re no longer around to manage your assets, who will make sure your wishes are carried out? 🤔

A trustee plays an important role in managing and distributing trust assets according to the trust's terms, helping ensure your intentions are carried out as planned.

Join our Trust Planning Seminar and learn more about the role of a trustee and how thoughtful trust planning can protect your estate and legacy.

📅 21 October 2026
🕕 6:00 PM – 9:00 PM
📍 Keppel South Central, Level 4, Diamond & Quartz Room
10 Hoe Chiang Road, S089315

🎟️ Save your seat: https://events.summitplanners.com/trust/?code=SPFB&slot=5

Be Part of the Friends of Gleneagles (FOG) Programme.Friends of Gleneagles (FOG) is a privilege programme that offers se...
29/09/2026

Be Part of the Friends of Gleneagles (FOG) Programme.

Friends of Gleneagles (FOG) is a privilege programme that offers selected non-clinical benefits to support your hospital stay.

We are pleased to extend the following value-added privileges, designed to provide added comfort and convenience during your stay at Gleneagles Hospital.

* Complimentary room upgrade
* Limousine service or complimentary parking
* Direct billing assistance from hospital for FOG partners

Express your interest here - https://events.summitplanners.com/fog/?code=SPFB

Please note: Submission of this form does not confirm your registration or eligibility for FOG benefits. Benefits are only available upon confirmation from our team.

Terms and conditions apply.

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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