About Us

Our customers rely on us for unbiased financial advice every day. 

At Summit Planners Cluster, we provide our clients with holistic financial services to meet their needs, tapping into the offering from 8 life insurers in Singapore and 5 investment platforms.

Our personalised approach comprises evaluating our client’s current financial situation, and understanding his objectives and concerns. Only then do we provide advice and make suitable recommendations that can help turn our clients’ financial goals into reality.

At Summit Planners Cluster, we strive to provide our clients with customised solutions to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength.

We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners Cluster, one can count on us to help achieve those goals in life, and plan the route towards the Summit.