Financial advice, consulting and coaching |
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 Summit delivers face-to-face and telephonic financial advice, consulting and coaching. Our services include:
- Monthly cash flow analysis using bank statements and credit provider statements
- Providing tools to adhere to best practice spending guidelines
- Implementing debt relief solutions
- Identifying and challenging debt irregularities
- Developing wealth creation plans
- Providing retrenchment advice
- Providing retirement, 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:
One of Summit’s exciting tools is the Budget Buddy. Budget Buddy is a spending plan that includes shopping lists with menus and recipes that ensure a balanced diet at controlled costs, based on current prices and best practice spending recommendations for four different income levels.
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