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A FINANCIALLY STRESS FREE AND FULFILLING FUTURE, FOR YOU AND YOUR FAMILY

FIND OUT HOW OUR CLIENTS GAIN CLARITY ABOUT THEIR FINANCIAL POSITION AND TAKE CONTROL OF THEIR FINANCES, ACHIEVING FINANCIAL FREEDOM WITH MORE CERTAINTY AND LESS RISK

Our Clients

Who We Help

Our Services

How We Help

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Our Process

Our process, which includes a significant focus on education, is designed to put you in the driver seat.

You will be able to make informed, confident financial decisions and gain more clarity and certainty about your financial future.

Team Approach

We believe that two minds are better than one and operate a ‘Two adviser policy’, which means two highly qualified and professional people will be looking after your financial affairs.

HOW IT WORKS

INTRODUCTORY MEETING

A one hour meeting at no cost, where we get to know your burning issues, personal goals and circumstances.

You get the opportunity to ask as many questions as you like.

We talk about how we work and how we may be able to assist you.

If there is a mutual sense of us being able to work together, we book an engagement meeting.

ENGAGEMENT MEETING

We have a 30-45 minute meeting where we present our Terms of Engagement.

We explain how we will assist you in achieving your goals and what level of investment (time and money) will be required from yourself.

DISCOVERY MEETING

We take a deep dive into your personal circumstances, and assist you in formulating your goals.

You bring all your financial statements and details.

We agree on which issues we will tackle first. This meeting takes approximately 1.5 hours.

ANALYSIS AND MODELLING

We start analysing and researching your financial affairs.

We perform financial modelling to stress-test our assumptions and proposed strategies.

We formulate our recommendations and your personalised plan in the form of a Statement of Advice.

ADVICE MEETING

We present our recommendations to you and thoroughly explain the basis for them.

We highlight all the (dis)advantages, benefits and costs. We educate you so you can make an informed decision.

IMPLEMENTATION (AND MEETINGS)

We meet to discuss and start implementing our recommendations.

We organise the paperwork for you.

This is the most critical step in the advice process, as without effective and accurate implementation no changes or progress will be achieved.

SERVICES

During the management of your financial affairs, we may provide the following services:

OUR SERVICES

Where we require the assistance of other professional advisers or service providers, we can either work with your existing advisers or refer you to qualified professionals within our network

Our Service Packages

We prefer to engage new clients on an ongoing advice relationship, to deliver the maximum amount of value. Our aim is to provide clarity and certainty around the strategies and actions required to work towards your financial security.

We always quote fixed dollar fees before commencing a new client engagement.

Our Staff

MEET THE TEAM

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Gino Terriaca

Managing Director
With over 20 years experience as a Chartered Accountant in public practice, Gino assists clients by acting as their external CFO, business mentor and as an advisory board member.

Our Office

Maxim Private Wealth

255 Hay Street
Subiaco
WA 6008
+61 (0) 8 9489 2590
 mpo@maximgroup.com.au
Map & Directions