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Max at Momentum - Financial Planner & Financial Planning

Address

Business Park The Terraces, Fir Street Cape Town, Western Cape, 7925

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Contact Information

capefinancialplanner.co.za
083 270 9284
021 442 4627
Contact Max at Momentum - Financial Planner & Financial Planning

Description about Max at Momentum - Financial Planner & Financial Planning

I am a qualified Financial Planner with Momentum.
I have worked in the Financial Services Industry since finishing studying (18 years ago). I have worked for different Insurance Companies such as Momentum and am specialized in Medical Aid.

I offer the following financial products:

Risk
* Life cover
* Disability
* Dread Disease/ Critical Illness
* Income Protection
Investments
* Retirement Annuity
* Endowment Policy
Employee's Benefit
* Medical Aid
* Pension/ Provident Funds

Please feel free to give me a call for any assistance.
Thank you.
Max Menzies
Cell: 083 270 92 84

Press Release from Max at Momentum - Financial Planner & Financial Planning

Retirement Annuity [Tuesday, September 21, 2010]

After retirement, 98% of individuals who go at it alone live below the lifestyle they have become accustomed to. Proper financial advice is priceless. In order to be financially secure one of your options is a Retirement Annuity.

A retirement Annuity (RA) is nothing more than an individual retirement plan. You apply to become a member of a RA fund, which the Registrar of Pension Funds and the tax authorities have approved as such. You do not need an employer/ employee relationship to qualify for membership.
RAs are the the main saving vehicle for self-employed persons to accumulate funds for retirement in a TAX EFFICIENT way. They are also popular as a top-up plan for salaried employees who belong to pension funds, but want to close the income gap at retirement.

Smaller employers often choose RAs for their staff over traditional pension schemes, thereby avoiding the administration and responsibility involved in operating the latter schemes.

Investment planning [Friday, September 03, 2010]

The creation and preservation of wealth is a highly specialised discipline. It takes a number of factors into account, including risk, taxation and liquidity to ensure that your investments are appropriate to your needs and circumstances.
Understanding investment risk is one of the keys to investing successfully because any investment decision implies some risk. I will assist you in designing an investment portfolio suited to your unique risk profile and the duration of your investment.

Momentum Health - medical aid - [Monday, August 30, 2010]

An affordable Health Care Cover:

Rising medical and healthcare costs make it essential that you carefully match your family’s healthcare needs to the solution most suited to your specific requirements.
Factors affecting your selection of an appropriate plan for your family should consider the benefits offered for hospital, chronic, day-to-day and emergency care.

Momentum Health offers many free benefits to its members such as:

* Free Dental Checks
* Free Pap Smears etc...
T& C apply

Please do not hesitate to contact me for further info.