What is the value of good financial advice

At Maximus Wealth Management, we look to first understand your objectives and your dreams, not just financially but for your family, your work and retirement goals.

What is “value” and how do you measure it?

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.

How do we provide you with valuable financial advice?

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.

Recent commentary from Morningstar

Morningstar Market Overview, June 2021

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...

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Morningstar Market Overview, May 2021

Global equity markets ended the month in positive territory, despite rather modest gains in certain major markets, as global economies continued to show signs of recovery despite new Covid-19 restrictions...

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Morningstar Market Overview, March 2021

Most major global equity markets ended the month with positive returns, as economic data reflecting the recovery from the Covid-19 pandemic continued to surprise on the upside. Equity investors continue...

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Slow and steady wins the race – it is okay to build wealth slowly

Unfortunately, the stories of individuals starting a ‘tech company’ and selling it for billions, are the exception, and not the rule. Going from zero to zillionaire isn’t the order...

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Other recent articles

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The distribution of retirement death benefits

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...

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It’s a new tax year: what employees and employers need to know

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How to ensure that you don’t outlive your savings

Did you know that it’s possible that you could live for another 30 years after you retire. How do you ensure that you will live out your golden years without...

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