More Than Just the Investment Return

 

Straight Forward Financial Guidance

Independent Financial Adviser Wellington

I assist you to take charge of your financial affairs to give you the peace of mind that this aspect of your life is well taken care of.  This frees you up to invest your time and energy in other parts of your life that are important to you.

As an independent financial advisor I am not aligned to any product provider or larger corporation.  This enables me to provide you with best advice free from any external influences which in many instances would not be in your best interests.

I am legally and financially qualified, with commerce and legal degrees as well as an internationally recognised post graduate diploma in financial planning.  This enables me to use the certified financial planner designation CFPTM.

Independent Financial Adviser Wellington

Independent Financial Adviser Wellington

Get In Touch

Happy to answer any questions, anytime.

Insurance advice

(04) 472 0041

John.makowem

Maxim Wealth more than just the investment return