The South African Connection

John Makowem one of the owners and Directors of the company is a South African expatriate. John holds a Bachelor of Commerce as well as a Bachelor of Laws degree from Rhodes University in South Africa. John practised law in South Africa for a number of years, and subsequently owned a Discovery Franchise that marketed financial services products to financial planners. John was recruited by a national financial planning company in New Zealand where he spent two and a half years prior to establishing the Maxim Group. John is a Certified Financial Planner in New Zealand.

South Africa’s Foreign Exchange Policy allows citizens a once off investment allowance of R2 million to invest abroad in addition to a travel allowance of $500 000 per annum.  Typically most of these individuals are invested in cash and managed funds. Maxim Wealth provides South African investors access to Australasian and global securities through cost effective, well researched and diversified financial solutions, tailored to meet your individual circumstances and risk profile.

Having been in the Financial Services Industry in both countries, and as a Certified Financial Planner in New Zealand, John is well versed in advising clients on the advantages of investing in the country. In particular, Maxim’s investment solution adds a welcome alternative to the traditional one size fits all unit trust strategy utilised by most financial planners.