“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

Stephen Chew

Teresa Tan (Investing in L.I.F.E)

Shao Liang Chew

Monalisa -

Mohammad Ibrahim bin Mohd Sanusi

Lynn Xie

Lek Calvin

Henrietta Ng

Dobby Ng

David Chua

Annabel Tan

Sabrina Ren Yi

Olivia Teo

Nethan Chew

Marcus Goh

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

Vice Presidents Team

Leadership Team

Client Relationship Management

About

Team members

Other teams at Summit Planners Pte Ltd

Vice Presidents Team

Leadership Team