Getting You to Where You Want To Be

Our process

This is often made to sound more complicated than it actually is. Financial Planning is about having a strategy on how best to utilise your resources to achieve your financial goals.

More specifically this process may involve estate, investment, personal risk and retirement planning. It is our belief that to be most effective these disciplines should form part of a holistic plan which has as its goal the achievement of a future financial goal. Dependent on your stage in life and your circumstances you may have a need for advice on all or only some of these areas.

Our passion is to partner with you and guide you through these different stages in your financial journey.

Financial Planning

Get In Touch

Happy to answer any questions, anytime.

Insurance advice

(04) 472 0041

John.makowem

Maxim Wealth more than just the investment return