Once you have made the decision to work
with me, I will help you to develop a personal financial life plan that
is aligned with your goals and needs. A personal financial life plan is
designed specifically for you and is intended to help you manage all aspects
of your financial life. Think of it as a way of charting the best way for
you to live, save, spend andinvest in order to achieve your goals.
Your financial life plan helps you not only to meet the financial needs
you have today, but also allows you to plan for tomorrow's dreams. In order
to develop an accurate financial life plan, you need a clear picture of your
current finances. I will ask you some important questions to help determine
your current situation and your future plans, such as what your current income
and expenses are; what your goals are; and what benefits you receive from your
employer. After we review the information, I will help you determine how to
put your plan into action.
Once we have implemented
your financial life plan, I will need to meet with you regularly to review
it and make any adjustments that might be required by your changing circumstances.
Along the way, I will provide you with information to help you make informed
decisions about important issues such as, protecting your family, retirement,
investments, estate planning and tax strategies.
As you travel this road
through life there are two long-term goals that will make a significant difference
to your life. The one understands the long-term view on money and investments,
and the other is spending time developing who you are. Taking responsibility
for possible risks along the journey will ensure that you waste little time
on worry and rather spend that time on building relationships both with yourself
and others. I will be there to make that journey easier.
I will provide professional advice tailored to your investment and
risk objectives. I will help to clarify your financial goals and priorities
and provide accurate information on your life plan, including risks, benefits
and costs. My team work hard to provide the best quality service at all times
and aim to ensure that you are treated fairly, ethically and respectfully at
I will make every effort to provide you with simple,
full and clear information about all aspects of your portfolio, including
costs related to the products, services and individual transactions, as
well as how I collect, use and protect your personal information. Together
I believe that I can help you take control of your financial future and
ensure that you own your life.
Max joined Discovery Financial Consultants in the Discovery Group in
July 2011 being an Executive Financial Advisor with the Liberty Group for nearly 20 years.
He has specialised in Business Assurance and consults to a number of listed companies in
Max has his Diploma in Financial Management, he is a member of the Financial Intermediaries Association
of Southern Africa.
He holds the qualification of Associate Financial Planner with the Financial
Planning Institute. www.fpi.co.za
Max is a
Court of the Table Member of the Million Dollar Round Table, the Million Dollar Round Table is
The Premier Association of Financial Professionals in the world. 1 % of financial advisors
worldwide achieve this qualification. To achieve this qualification, MDRT members have to
demonstrate exceptional knowledge, strict ethical conduct and outstanding client service.
MDRT membership is recognised internationally as the standard of excellence in the Financial
Planning Industry. www.mdrt.org
"Some of us will do our jobs well and some will not,
but we will be judged by only one thing, the result." Vince