Organise your finances
26 January 2024Besides it being the time to take advantage of tax relief plans, the beginning of the year is an opportune moment to take a close look at your finances so...
We believe that having an expert to assist you makes all the difference and accordingly we will help you identify your insurable risks as well as advising you on risk management and appropriate insurance solutions. We will guide you through any claims process for as swift and fair a settlement as possible. We have direct access to ‘best of breed’ leading insurers, including Santam, Old Mutual, Hollard, Bryte and Discovery.
We are able to assist you in your various insurance needs as listed below (but not limited to).
Besides it being the time to take advantage of tax relief plans, the beginning of the year is an opportune moment to take a close look at your finances so...
The current tax saving season is rapidly drawing to a close and saving on tax is easy. By topping up contributions to your retirement annuity policy before the end of...
There will of course be headwinds in 2024 and some of these are clearly evident – the wars in Ukraine and the Middle East, geo-political tensions between east and west, China’s...
Certainly 2023 has been a momentous year globally with firstly the continuing war in Ukraine and its economic consequences plus the sudden conflagration in the Middle East. The economic slowdown in...
"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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