Advice underpinned by Education and Experience
My passion is to provide strategic financial leadership to people who are time poor or find this aspect of their lives overwhelming. We take the time to fully understand your unique circumstances and provide sound financial advice tailored to your needs. We meet with people not client’s, this forges relationships for life.
- Tertiary qualified with Commerce and Law Degrees
- A Certified Financial Planner (CFP)
- An Authorised Financial Advisor (AFA)
- Continually upskilling through continuing professional development
- The conduit to get you where you want to go…not where I think you should go
- A good listener
- Really interested in you and your financial well-being
- Experienced with over 17 years industry experience
Maxim Wealth Is
- Not aligned to any larger organization or product provider
- Not constrained in any way from providing best advice
Maxim Financial is a member company of Professional Investment Associates, a group of 13 independently owned non-aligned professional financial advisory firms.
Get In Touch
Happy to answer any questions, anytime.
(04) 472 0041