About Us

Maximus Wealth Management was established in response to an identified need for a more globally relevant, research-based approach to asset management and financial planning.

Founded by Ivan Solomon, Certified Financial Planner (CFP) and member of the Financial Planning Institute, Maximus Wealth Management provides a comprehensive portfolio of financial solutions, investment products and asset allocation strategies, to businesses and individuals.

Today, Maximus Wealth Management is headed by Ivan Solomon and Marc Quatember, and operates as an independent financial consultancy, offering objective, professional, trusted advice and a broad range of leading investment products. Ivan and Marc’s long-standing and widely acknowledged industry expertise is strengthened by a team of high-calibre, accredited financial planners who share a proud track record of giving trusted advice which is in line with international best practice.

Our Vision & Values

Our objective is to provide our clients with a highly professional financial planning advisory and broking service which is wholly in tune with clients’ personal lifestyle choices and objectives.  In doing so we aim not only to provide the necessary advisory expertise but also one supported by a highly efficient and experienced administrative service.

Our Approach

Our approach is based on a proven, internationally renowned methodology which combines the best practices of global financial planning with the most current economic research with the aim of  creating better than benchmark returns for our clients. We enjoy a close association with leading and successful investment fund managers in the industry and ensure that each investment portfolio is consistently monitored and reviewed.

At Maximus Wealth Management, we have the expertise to ensure the holistic integration of investment strategies with critical elements such as income tax, cash flow, and estate planning.

Strategic Partnership

Maximus has an important strategic partnership with Morningstar SA Inc – a global research and asset management company which creates and manages tailor made investment portfolios for our clients.  Morningstar provides us with up-to-the-minute quality research on local and  global financial markets to ensure consistent, predictable investment returns which are responsive to inflation and which are designed to help our clients reach their financial objectives .

In addition, our own substantial investment in technology enables us to track our clients investment fund performances and assists us in delivering more efficient, streamlined services.

Our Wealth Management Team

Ivan Solomon

Partner

Ivan joined the financial services industry in 1993. He completed his post-graduate education in financial planning and received his CFP in 1998. Ivan Solomon & Associates was established in 1998 and was subsequently rebranded as Maximus Wealth Management in 2000, the year in which Ivan completed an MBA. Furthermore, he has completed several tax courses and makes ongoing education in the financial services industry a priority. He is well known for his seminars which educate clients on the principles of globally relevant financial planning. Ivan’s methodology operates on the basis of effective diversification and has enjoyed proven success in the structuring of portfolios that comprise a successful combination of assets to improve the risk/return payoff on investments.

Marc Quatember

Partner

Marc graduated with a BA in Industrial Psychology and joined the financial services industry in 1999 as a broker consultant with Sage Life. He was the winner of a prestigious Top Achiever award in his second year in the industry. He is currently registered with the Financial Planning Institute where he is in the process of completing a post-graduate qualification in financial planning. With 8 illustrious years of experience in the financial services industry, Marc’s focus is on utilising a combination of technology and intellectual acumen to craft strategies for long-term investors whose aim is to generate the required returns to support future lifestyle goals. He is widely acknowledged for his expertise in both risk assessment and retirement planning.

Jason Yutar

Lifestyle Financial Planner

Jason joined the financial services industry in 2002. He holds a BCom Honours degree and is a Certified Financial Planner. Jason is also an ICF accredited Professional Consciousness Coach. His passion is to assist clients to make decisions which are exciting for them. As part of this, Jason hosts client functions and on line meetings which allow those involved to engage with each other in order to help grow their net worth by sharing ideas. Jason’s visual financial planning process helps clients visualise their complete financial inventory; giving them confidence and clarity by providing answers for the future.

Julian Denny

Financial Planner

Julian first joined the financial services industry with Liberty Life in 1968. Since then he has built up vast experience as a financial adviser, firstly with Sun Life Of Canada, then Barclays Insurance Brokers before starting his own practice in 1983. Julian is a Certified Financial Planner having gained that qualification in 1986. In December 2012, Julian merged his practice with Maximus Wealth Management.

Human Van Rooyen

Financial Planner

Human began his career in the financial services industry with Discovery in 2004. He holds a BCom degree in Business Management. Human joined Maximus Wealth Management in 2016 as a financial planner and operates from his office in Potchefstroom. Human is passionate about putting his clients’ minds at ease and securing for them a better planned financial future.

Kamiela Arend

Executive Assistant

Kamiela joined Julian Denny as his assistant in 2005. Prior to that she was with Oasis Fund Managers as a client liaison officer, Roxburgh Trust as a client relationship manager and Alexander Forbes as a junior financial planner. Kamiela has gained vast experience over the last 30 years since starting in the financial services industry.

Craig Gerber

Financial Planner

Craig has a B Com degree, majoring in finance and accounting, and began his career as a stockbroker. However, wanting to help clients achieve their broader long term financial goals, he started his own financial planning practice which he ran successfully for some 15 years. During this time, Craig built up considerable experience in healthcare, short term insurance as well as general financial planning. His aim is to help clients successfully manage their wealth, invest wisely and achieve their financial and life goals.

Susan Davis

Employee Benefits Administrator

Susan Davis brings a wealth of experience in Employee Benefits, having worked for Alexander Forbes and Old Mutual previously, and has more than 15 years of experience in all aspects of Administration and Customer Service. She also worked for Sanlam in their Individual Life Call Centre, as well as National Westminster bank in the UK. Her passion is to deliver excellent customer service at all times.

Ansie Swanepoel

Executive Assistant

Ansie has been in the insurance industry for more than 16 years, and it's a huge passion for her. Prior to that, she worked at SEIFSA for 10 years, dealing with all aspects of the Metal Industries Pension Fund administration. Ansie joined Maximus in 2012 and is responsible for overall administration as regards risk and investment business.

Zaheera Mohamed

Lifestyle Business Manager

Zaheera, who holds a BA degree in marketing and communication, works closely with Jason Yutar in her role as Lifestyle Business Manager. She has a number of years’ experience in management and financial services – notably with Stanlib and Adviceworx.

Our Healthcare Solutions & Short-term Insurance Team

Debbie Smart

Short-term Insurance

Debbie Smart heads up the Maximus Short Term Insurance division. Over the last 35 years plus, Debbie has built up a wealth of experience in the industry working with small, medium and corporate broker organisations. Included in that experience was 10 years with Glenrand MIB managing their large personal lines call centre operation. During her time in the industry, Debbie has created excellent relationships with industry partners and most importantly with clients – both individuals and businesses.

Lorraine Mashale

Healthcare and short-term insurance administrator

Lorraine joined Maximus at the beginning of 2020 as a healthcare and short-term insurance administrator. She holds a BCom (Hon) degree in economics and has had several years’ experience in the financial services industry – including time as a financial adviser with Old Mutual.