Value is often defined by a person’s individual perception, and this is influenced by their unique circumstances, beliefs and needs. Given that value is perceived, how do you then measure or quantify the value of financial advice to different individuals?
Good financial advice is so much more than this and will add significant value not only to your financial position but to your life as a whole.
At Maximus we will give you clarity around which of your goals and objectives are priorities. We will provide realistic expectations as well as financial education. Your Maximus adviser will also address areas such as legislative change, estate planning and insurance needs, while co-ordinating with the other specialists, such as through our partnership with the internationally renowned research and asset management group Morningstar Inc, as well as fiduciary services and stock broking organisations . This will assist to simplify your life, and more importantly to provide peace of mind.
Global equity markets performed strongly in August, with many major global equity indices reaching new highs during the month, despite continued concerns around the spread of the highly contagious Covid-19...
Most South Africans are Covid-fatigued but, as the trajectory of the third wave continues upwards, it’s only natural to think about how the possibility of sudden death would impact...
Most major global equity markets ended the month with either modest gains or in negative territory, as concerns around the rapid spread of the Covid-19 Delta variant spooked investors. That...
When a member of a retirement fund dies before reaching retirement age, the death benefit – ie the lump sum benefit which becomes payable – must be paid to the member’s...
Enter your details below and we’ll contact you to discuss your needs.
