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Financial advice, consulting and coaching |
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Summit delivers face to face and telephonic financial advice, consulting and coaching services. Such services include the following:
- Monthly cash flow analysis using bank statements and credit providers
- Providing the tools to adhere to best practice
- Implementing debt relief
solutions
- Identifying and challenging debt irregularities
- Developing wealth creation plans
- Providing retrenchment advice
- Provinding retrenchment, tax and investment plans
All the above solutions are provided with complete objectivity. At no stage is a product recommended, a service provider mentioned or commission earned.
Tools:
Tools would include programs such as on budget buddy spending plans. It includes shopping lists with menus and recipes that ensures your grocery spend adheres to best practice recommendations.
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