The Year Ahead
20 January 2021As we begin this new year, it’s very easy to become despondent given everything that is going on around us – COVID-19 in particular, of course. Instead let’s try...
At Maximus, we guide you through the process to establish which risks you need to cover and to look for the best value-for-money benefits, tailored to suit your needs.
How much life assurance should you have? What about disability cover and which type of benefit is more suited to your needs — capital or income disability or a combination thereof? Do you need “dread disease” cover? These are the questions which everyone needs to find answers to.
For your business, do you have adequate keyperson and shareholders protection cover? Are appropriately worded agreements in place to support such cover?
Our services include:
- Life cover
- Disability protection
- Dread disease cover
- Business assurance
- Short term cover – personal
- Short term cover – commercial
Where to from here? Our asset class convictions at a glance
12 January 2021If we cast our minds back to March 2020, we were in the midst of one of the worst market drawdowns in history. It is hard to imagine that just nine...
Lessons from 2020 to remember in 2021
8 January 2021Who would have thought we would kick off 2021 in almost the same manner as 2020? Even though we were all hopeful that 2021 would start on better footing, numerous countries are still...
Morningstar Market Overview, December 2020
5 January 2021Global markets continued to climb higher in December, supported by the start of Covid-19 vaccinations in many countries, despite concerns around an increase in infection rates as well as the...
"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."
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