Summit Planners Pte Ltd
Financial ServicesView the employees at
Summit Planners Pte Ltd-
Aaron Lim Assistant Vice President at Summit Planners
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Singapore
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Rising Star
Koo Yew Weng Company Secretary at Summit Planners Pte Ltd-
Singapore
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Rising Star
Jordan Tan Yong Liang Investment Specialist | Retirement Planner | Mental Health Advocate | Handling finances for Busy Professionals, empowering them to spend quality time on their priorities.-
Singapore
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Rising Star
BOAZ LIN ZHIQIANG Director of Sales at Manulife Financial Advisers Pte Ltd-
Singapore
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Rising Star
Overview
“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.
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