Maxim Private Wealth

Personal Financial Advisors

To provide personal financial advice within Australia it is a legal requirement to be appropriately licensed and qualified. Our team of licensed professionals with 50 years of combined industry experience have assisted many people to sleep easier at night, retire sooner, increase wealth and achieve real financial security.

  • Superannuation
  • Budgeting and Cash flow
  • Gearing advice
  • Debt repayment
  • Investment and wealth creation
  • Retirement planning
  • Centrelink and Government Benefits
  • Personal Insurance
  • Business and Key Person Insurance
  • Self Managed Superannuation
  • Estate Planning
  • Business Asset and Succession Planning
  • Aged Care Planning
  • Defined Benefit and Annuity advice

Maxim Private Wealth Pty Ltd and it’s advisers are authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers