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.

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