FINANCIAL PLANNING
A financial plan that recognises the business behind your wealth.
Bring personal goals, business risk, succession and long-term financial decisions into one structured planning conversation.
HOW WE CAN HELP
Focused support,
clearly scoped.
Business owners, professionals and executives.
01Personal financial planning
The relevant specialist will confirm the requirements, documents, timing and professional scope for personal financial planning.
02Business-owner planning
The relevant specialist will confirm the requirements, documents, timing and professional scope for business-owner planning.
03Wealth planning
The relevant specialist will confirm the requirements, documents, timing and professional scope for wealth planning.
04Risk planning
The relevant specialist will confirm the requirements, documents, timing and professional scope for risk planning.
05Succession considerations
The relevant specialist will confirm the requirements, documents, timing and professional scope for succession considerations.
06Regular plan reviews
The relevant specialist will confirm the requirements, documents, timing and professional scope for regular plan reviews.
A CLEAR WAY FORWARD
From first conversation to accountable delivery.
Assess
We understand the need, urgency and existing position.
Scope
We confirm requirements, responsibilities, timing and fees.
Deliver
The responsible specialist manages the agreed work.
Review
We review outcomes and identify useful next actions.
WHY AMAX
Specialist depth.
One accountable relationship.
- Named specialist ownership
- Clear scopes and responsibilities
- Connected expertise when relevant
- Established South African experience
TAKE THE NEXT PRACTICAL STEP
Book a confidential discovery call.
Tell us what needs attention. We will route your enquiry to the appropriate specialist.
Start the conversation ↗