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Summit Financial Advisor Services Little Falls, Roodepoort

Specialists in estate planning, investment advice, short-term insurance and tailored insurance products

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2 Years in Business
11 Employees

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We offer comprehensive financial and personalised wealth planning solutions where our skilled advisors deliver tailor-made solutions designed to meet unique client needs at every stage of life — from the beginning to the golden years.

Worried about living too long? Not having enough money saved for a long, full life? Nearly 75% of South Africans die without a valid or up-to-date will, which leaves devastating consequences and stress for the family. We can help and not only will we reduce the estate duty payable, we will also ensure your loved ones get paid out more to them with a carefully tailored protection plan to negate all the costs of passing away.

Paying too much on your car and household insurance? We can help with your short-term insurance and will ensure you get the best cover at the best possible price.