Summit Planners Maximus


Jason Lim

Senior Vice President
Summit Planners Maximus

I joined the financial planning industry after completing my Bachelor’s Degree in Banking & Finance in 1997 and have been in this industry for 24 years. Over the years, I have also conducted numerous trainings in the Asian region to fellow practitioners.

Summit Planners Maximus was set up in 2017 with a small team of 20. Today we have more than 60 financial consultants each specialising in their areas of expertise. In 2020, we have 1 Top Of The Table, 4 Court Of The Table and 13 Million Dollar Round Table qualifiers.

We believe in growing individuals, helping them discover their unique strengths and mentoring them to grow stronger, better professionally and personally. My personal mission is for every member in the team to “live their dream”.

In Maximus, we have a strong culture of mentorship and sharing. We help each other in exceeding expectations in all areas of our work, client accountability and most importantly, self-accountability.

I personally specialise in Estate Planning, Legacy Planning and Planning For Business Owners. With 24 years of experience, I look forward to impart my skills and knowledge to my team, empowering them to become leading professionals in the world of financial planning.


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With the right tools in place, you can achieve your financial goals while being protected.

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