Summit Planners Pte Ltd
Financial Services
Singapore, Central Singapore, Sg
169 employees
- Employees
- 169
- Contacts
- 2
- Emails
- 2
Summit Planners Pte Ltd Overview
- Headquarters
- Singapore, Central Singapore, Sg
- Phone Number
- Available in AeroLeads
- Website
- summitplanners.com
- Industry
- Financial Services
- Employees
- 169
- Founded
- 2000
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Summit Planners Pte Ltd
“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. Today, Summit Planners Pte Ltd is one of few in Singapore to offer one-stop, integrated financial services to both business owners and individuals. Our services for business owners include Accounting, Corporate Secretarial and Tax Services, Banking and Finance Consultancy, Corporate Risk Management, Estate Planning and Trusts, General Insurance, Real Estate, Training and Publications, Employment Services and Medical Concierge Services. Through our unique platform, our advisers are able to provide individual clients with complete financial planning solutions that encompass Debt Planning, Wealth Management, Investment Planning, Retirement Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.
Summit Planners Pte Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Summit Planners Pte Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jemima Wei, Chfc®/s, Ibfa | Executive Director of Sales, Financial Services (5xmdrt) at Manulife Financial Advisers Pte Ltd, Relationship Manager at Summit Planners Pte Ltd | Singapore |
Email
|
| Gj Gonzales | Bridging Gaps from Where People Are to Where They Want to Be. | Singapore |
View
|
| Maurice Ng | Singapore |
View
|
|
| Joshua Jimmy Tan | Shaping Financial Goals & Strategic Consulting - Specializing in Estate, Financial & Succession Planning - Divorce Advisory - Speaker, Trainer, Coach | Singapore |
Email
|
Employees by Management Level
Individual contributor
10 profiles
Director
6 profiles
Executive
2 profiles
Manager
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 0 |
| General | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
Summit Planners Pte Ltd Tech Stack
Engineering
1 profile
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