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 markets continued to sell off over the month as rising interest rates and persistently higher inflation point to an especially negative outlook for short-term asset prices. Increasing fears of...
Global markets endured another volatile month as the effects of higher inflation, rising interest rates, continued geopolitical instability and the looming threat of a potential global recession continued to weigh...
If you are a South African taxpayer and have investments offshore then you are liable to SARS for the same taxes on those investments as if they invested locally. In...
2022 tax certificates, Discovery systems issues, and submitting GAP claims.
Enter your details below and we’ll contact you to discuss your needs.
