“There is no room for fear at the peak of success. We are here to help you scale the summit.”

Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Summit Planners Pte Ltd is one of a few in Singapore to offer one-stop integrated financial services to both business owners and individuals.

Our services include Accounting, Corporate Secretarial and Tax Services, Banking and Finance Consultancy, Corporate Risk Management, Estate Planning and Trust, Financial Planning, General Insurance, Real Estate, Training and Publications, Wealth Management, Employment Services and Medical Concierge Services.

Through our unique platform, our advisers are able to provide the client with a complete financial planning solution, ranging from Debt Planning, Investment Planning, Retirement Planning, Risk Management Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.

Accounting

Banking

Summit Planners Pte Ltd

Summit Planners Pte Ltd's headquarters in Singapore, Singapore

Stephen Chew

The Client Relationship Management team at Summit Planners Pte Ltd is dedicated to building and maintaining strong, long-term relationships with clients. They provide personalized service by understanding clients' financial needs and goals, crafting tailored solutions across various domains such as financial planning, risk management, and estate planning. The team ensures client satisfaction and loyalty by offering ongoing support and proactive consultancy, helping clients scale the peak of their financial success.

Client Relationship Management

The Vice Presidents Team at Summit Planners Pte Ltd is responsible for spearheading strategic initiatives and ensuring the seamless delivery of integrated financial services. They provide leadership in areas such as financial planning, corporate risk management, and wealth management, while fostering innovation and growth across the company. This team plays a critical role in aligning the company's vision with client needs, ensuring a holistic approach to financial solutions.

Vice Presidents Team

This department focuses on driving revenue through sales strategies, client relationships, and market expansion.

Sales Department

This department oversees financial operations and strategy within the organization.

Financial Services

This department provides expert guidance and strategic advice to clients across various industries.

Consulting Services

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and retention.

Summit Planners Pte Ltd

Org chart

Teams

Client Relationship Management

Vice Presidents Team

Sales Department

Financial Services

Consulting Services

Client Relations

Offices

Summit Planners Pte Ltd

Org chart

Teams

Client Relationship Management

Vice Presidents Team

Sales Department

Financial Services

Consulting Services

Client Relations

Offices

Related companies