Maximus Wealth Management (MWM) 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, the Company provides a comprehensive portfolio of financial solutions, investment products and asset allocation strategies to corporations, businesses and individuals.
Today MWM 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 Marcs longstanding and widely acknowledged industry expertise is strengthened by a team of high caliber, accredited financial planners who share a proud track record of giving trusted advice that is in line with International Best practice.
Introduction to Our Financial Planning Process
At Maximus, we believe our relationship with you will be a journey throughout your life as your financial guide. While money and investing are usually the first topics financial planners discuss, our focus is on you: your dreams, aspirations and the life you want to live.
Establishing a sound financial plan is a major step toward securing the lifestyle that you wish to lead. However, true security comes with the knowledge that, as the world around you changes, your plan will evolve too – not simply to include those changes, but to benefit from them wherever possible. In this way, your financial plan becomes a living, breathing tool that helps you to achieve a more rewarding lifestyle. You will always be in control of your finances, but you’ll have the safeguard of a personal caretaker to ensure that you remain on track to achieving your goals. In turn, managing your finances will become easier, less time consuming & less stressful for you.
Most changes in people’s lives have a financial impact. Our role as your financial planner is to assist you in understanding that change and its impact on your overall financial plan. At Maximus, we see ourselves not as transactional advisers, but rather as transitional advisers. Whenever you experience, or are about to experience a transition in your life, we will be there to guide you through that change, assisting you in making the decision with confidence.
The traditional approach to wealth management uses risk profile analysis as a starting point for the composition and structure of an investment portfolio. As a result, the clients lifestyle goals are entirely dependent on the returns achieved.
Our revised approach focuses on the clients lifestyle needs and objectives first, using them as a basis to determine the return required to achieve these goals. As a result, our wealth management philosophy is rooted in seeing a bigger picture that not only focuses on the needs and aspirations of the client, but also includes factors such as tax, earnings, debts and expenses.
At MWM we believe in customized financial planning that links investment strategies to specific lifestyle goals, with an emphasis on achieving the returns to make them happen.