About Max

Max and LeeAnn at the Momentum Achievement Awards Ceremony 2010

Max and LeeAnn at the Momentum Achievement Awards Ceremony 2010

A Capetonian his whole life and schooled at Rondebosch Boys High in the southern suburbs.

After 18 years in the Financial Services industry, Max has mastered the techniques of financial planning. He is a accredited Financial Planner with Momentum and is registered with the Medical Schemes Council of SA. He will be able to assist you in realising your life goals by properly managing your finances. This can include planning for your retirement, saving for your child’s education, buying a home, planning your estate and assisting with your medical aid needs.

Max can help you through the internationally recognised six-step process of financial planning, and will make recommendations and select solutions that are best suited to your needs.

Married to Isabelle, they reside in Stonehaven Estate, Fish Hoek where Max is a Financial trustee on the Estate HOA. Both are actively involved in their community with Max hosting a business network forum that meets weekly in Tokai and Isabelle being a member of the Glencairn Equestrian Club.

You can contact Max on 083 270 9284/ 021 442 4600 or max.menzies@momentum.co.za for professional advice without any obligation.