An estate plan not only ensures smooth asset distribution but also nurtures familial harmony. By laying down clear guidelines and intentions, families can prevent conflicts and create a strong legacy for generations to come. Start estate planning with Summit Planners today. #summitplanners #internationaldayoffamilies #familyday #estateplanning
Summit Planners Pte Ltd
Financial Services
Singapore, Singapore 4,157 followers
We strive to provide our clients with customised financial solutions. 'Follow' our page to learn more about us!
About us
“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.
- Website
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http://www.summitplanners.com
External link for Summit Planners Pte Ltd
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Singapore, Singapore
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Financial Services, Estate Planning, Wealth Management, Investments, Insurance, Financial Advisory, Relationship Management, Investment Advisory, Accounting, and Risk Management
Locations
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Primary
39 Robinson Road Singapore
Robinson Point 14-01/02/03/04
Singapore, Singapore 068911, SG
Employees at Summit Planners Pte Ltd
Updates
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Happy Mother's Day to the wonderful women who truly do it all! 🥰 Your nurturing extends from comforting hugs to securing our financial well-being. We appreciate you! #summitplanners #mothersday
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Whether you're off on an adventure or enjoying some well-deserved R&R, may your day be nothing short of amazing. Happy Labour Day! 😊 #summitplanners #labourday
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You can't leave a financial legacy if you're not financially sound first. 💡 Let's chat about legacy planning and fine-tune your finances together. 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. #summitplanners #financialsecurity #legacy #legacyplanning #estate #estateplanning #wealthmanagement #mythmondays
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A trustee, whether a person or firm, manages assets for the benefit of a third party and is bound by fiduciary duty. This duty demands setting aside personal interests to prioritise the trust's goals. While a trustee can be a familiar face, expertise and experience are critical. Count on Summit Planners to handle your trust with precision and care. 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. #summitplanners #trusts #trustee #trustplanning #estate #estateplanning #wealthmanagement #mythmondays
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Do not fall for the YOLO mentality and half-baked schemes this April. It's time to approach your estate planning with seriousness and strategy. Read more here: https://lnkd.in/gDc9hYV5 Spare yourself countless headaches in the future. Reach out to Summit Planners today. 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. #summitplanners #estate #estateplanning #aprilfools
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Eid Mubarak! May you be surrounded by abundant feasts and joyous celebrations with your loved ones on this auspicious occasion. 🌙✨ #summitplanners #hariraya #harirayapuasa #ramadan
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April Fools no more! The truth is, estate planning offers valuable benefits to individuals, regardless of their financial status. Discover how estate planning can work for you. Send a message to Summit Planners at (65) 9669 7574 for professional assistance. 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. #summitplanners #estate #estateplanning #wealthmanagement #wealthbuilding #estateplanningmyths #legacyplanning #mythmondays
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May your weekend be filled with peace, love, and renewal. 🐣 #summitplanners #goodfriday
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Job hopping is increasingly common, posing a challenge for retaining employees. Deferred compensation, like retirement or stock-option plans, provides a financial incentive for long-term commitment. Connect with Summit Planners to discuss crafting a custom deferred compensation plan to meet your company's specific objectives. Disclaimer Please note that the ownership of this Social Media account belongs to a cluster of Manulife Financial Advisers Pte. Ltd. (Manulife FA). The cluster is wholly responsible for the content contained in this Social Media account. All opinions, assertions and references expressed are made in the cluster’s capacity and do not represent the views of Manulife FA. The information presented is for your information only and does not consider the specific investment objectives, financial situation or needs of any person. Manulife FA disclaims any liability that may arise from the content. While the cluster has taken care to check the source of the information, the cluster cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance. Some of the contents pertain to information or services from a person or company and are unrelated to Manulife FA. For the avoidance of doubt, such information or services are not provided by Manulife FA and are accordingly indicated. https://lnkd.in/gKCjqj2M #summitplanners #happinessday #internationaldayofhappiness #jobhopping #deferredcompensation #business #businessplanning