Summit Planners
Finance · Singapore · 501-1,000 Employees
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Overview
Headquarters
61 Robinson Rd, Singapore, Central Singa...Phone Number
+65 96697574Website
www.summitplanners.comRevenue
$20.5 MillionIndustry
ZI Rank: 2
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ZI Rank
2
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About Summit Planners
Summit Planners is a financial services company that offers a wide range of customizable and comprehensive solutions aimed at helping clients grow their unique business models. Established in 2000 by four visionaries, the company focuses on identifying client needs and providing tailored assistance. With offices in key gateway cities, Summit Planners also emphasizes the importance of planning for future generations and securing financial well-being. Their client-centered approach ensures a hassle-free experience for individuals and businesses seeking financial guidance.Explore more
Summit Planners Org Chart
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Summit Planners is experiencing very low activity levels compared to other companies in the Finance sector.
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Summit Planners Tech Stack
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Summit Planners News & Media
Summit Planners: Will Planning for Different Life Stages
SINGAPORE, Sept. 23, 2024 /PRNewswire/ -- To raise awareness of the importance of Will Planning, Summit Planners are running monthly Will Planning seminars to encourage the members of the public to take action to ensure that their affairs are well taken care of after their demise. Summit Planners believe that Will Planning is applicable to every individual, regardless of their current life stages. A Will plays a vital role in ensuring that your estate meetsSummit Planners: Factors to Consider when Writing a Will
SINGAPORE, Aug. 26, 2024 /PRNewswire/ -- Summit Planners have consistently reinforced to their clients the importance of a Will and how it can speak on a person's behalf when he/she is not around. When designing a Will, Summit Planners will follow the eight guiding principles, also known as Principles of Wealth Distribution, to ensure that a person's wealth is distributed based on his/her intention. Principle 1: Clear and Concise The instructions specified in the Will must beSummit Planners: Common Mistakes When Writing a Will
SINGAPORE, July 22, 2024 /PRNewswire/ -- Summit Planners recognises that many individuals may face challenges when drafting their Will. Based on their extensive experience, Summit Planners aims to highlight some of the common mistakes found in Wills to help the members of the public better understand the formalities and potential issues associated with a Will. Appointing a witness who is also the beneficiary It is common for many individuals to write their own Will to save costs.Summit Planners: How does Will Planning benefit the beneficiaries?
SINGAPORE, June 24, 2024 /PRNewswire/ -- Summit Planners has a mission to educate the members of the public about the benefits of Will Planning. They aim to help the members of the public make well-informed decisions by sharing their knowledge and expertise on Will Planning. Apart from having the power to distribute the estate to the intended beneficiaries, having a Will holds critical benefits, particularly for minors, special needs individuals, or financially incapable beneficiaries. In essenc
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Summit Planners is a financial services company that offers a wide range of customizable and comprehensive solutions aimed at helping clients grow their unique business models. Established in 2000 by four visionaries, the company focuses on identifying client needs and providing tailored assistance. With offices in key gateway cities, Summit Planne... Read More
