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
Marc Quatember
Partner
Julian Denny
Financial Planner
Human Van Rooyen
Financial Planner
Chanté Holmes
Senior Paraplanner
Kamiela Arend
Executive Assistant
Craig Gerber
Financial Planner
Susan Davis
Employee Benefits Administrator
Ansie Swanepoel
Executive Assistant
Fransie Van der Merwe
Administrator
Wendy Dobson
Administrator
Our Healthcare Solutions & Short-term Insurance Team
Debbie Smart
Short-term Insurance
Lorraine Mashale
Healthcare and short-term insurance administrator
"Thanks to Marc, I was forced to face my financial demons. Marc helped me make the right investments. He kindly and gently over years moved me towards doing a budget. And because of the advice Marc gave my late husband, I was able to survive and keep my home while I found my feet after my husband died unexpectedly. I consider myself extremely fortunate to have Marc Quatember in my life. He is more than a financial adviser. He is a kind and trusted friend who is always there when I need him. He is the kind of financial adviser money cannot buy."
"We particularly value the advice and interest you have displayed over the years in our total lifestyle encompassing Family, properties and vehicle purchasing. You have helped us immensely to see the total picture and provide us with the perspective we have so lacked previous to our association with you."
"Over the years since 2003 I have enjoyed excellent advice and assistance from Ivan and his team at Maximus Wealth Management. I have found them to be responsive and helpful. I have no hesitation in recommending them."