Organise your finances
26 January 2024Besides it being the time to take advantage of tax relief plans, the beginning of the year is an opportune moment to take a close look at your finances so...
At Maximus, we guide you through the process to establish which risks you need to cover and to look for the best value-for-money benefits, tailored to suit your needs.
How much life assurance should you have? What about disability cover and which type of benefit is more suited to your needs — capital or income disability or a combination thereof? Do you need “dread disease” cover? These are the questions which everyone needs to find answers to.
For your business, do you have adequate keyperson and shareholders protection cover? Are appropriately worded agreements in place to support such cover?
Our services include:
- Life cover
- Disability protection
- Dread disease cover
- Business assurance
- Short term cover – personal
- Short term cover – commercial
Last chance to save tax
25 January 2024The current tax saving season is rapidly drawing to a close and saving on tax is easy. By topping up contributions to your retirement annuity policy before the end of...
Outlook for 2024
7 December 2023There will of course be headwinds in 2024 and some of these are clearly evident – the wars in Ukraine and the Middle East, geo-political tensions between east and west, China’s...
2023 in retrospect
4 December 2023Certainly 2023 has been a momentous year globally with firstly the continuing war in Ukraine and its economic consequences plus the sudden conflagration in the Middle East. The economic slowdown in...
"Thanks to Marc, I was forced to face my financial demons. Marc helped me make the right investments. He kindly and gently over years moved me towards doing a budget. And because of the advice Marc gave my late husband, I was able to survive and keep my home while I found my feet after my husband died unexpectedly. I consider myself extremely fortunate to have Marc Quatember in my life. He is more than a financial adviser. He is a kind and trusted friend who is always there when I need him. He is the kind of financial adviser money cannot buy."
"We particularly value the advice and interest you have displayed over the years in our total lifestyle encompassing Family, properties and vehicle purchasing. You have helped us immensely to see the total picture and provide us with the perspective we have so lacked previous to our association with you."
"Over the years since 2003 I have enjoyed excellent advice and assistance from Ivan and his team at Maximus Wealth Management. I have found them to be responsive and helpful. I have no hesitation in recommending them."
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