Our Vision & Values
Maximus Wealth Management provides an all-encompassing range of financial solutions, business solutions, investment products and asset management strategies to corporations, businesses and individuals.
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 to create better than benchmark returns for our clients. We enjoy a close association with leading actuaries 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.
A strategic partnership with Acsis – a global consultancy which develops and implements investment methodologies for the financial services industry – provides us with up-to-the-minute research on global financial markets to ensure consistent, predictable returns that are responsive to inflation.
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.