At Maxim Private Clients, we’re dedicated to providing peace of mind & certainty through personalised financial guidance. But what does that really mean?

Understanding Individual Goals – Each client who enters our boardroom has their own aspirations and concerns. We start by listening closely to understand your unique objectives.

Providing Peace of Mind – Ultimately, our mission is universal: we provide peace of mind. Whether it’s securing your financial future, navigating complex decisions, or planning for milestones, we offer reassurance through our expertise.

Customized Solutions – Recognising that everyone’s needs differ, we tailor our strategies to meet each client’s specific circumstances. From investment planning to retirement strategies, our approach is personalised and comprehensive.

Passionate Commitment – Our passion lies in making a meaningful impact on people’s lives. We believe that financial security is as vital as health, family, and friendships, and we’re committed to helping clients achieve it.

Partners in Success – Choosing us means partnering with a team dedicated to your success. We provide continuous support and guidance, empowering clients to make informed decisions confidently.

The Bigger Picture – By helping you make informed financial decisions today; we contribute to your overall well-being and happiness in the future. It’s about more than just finances; it’s about improving lives.

At Maxim Private Clients, providing peace of mind and certainty isn’t just a motto—it’s our purpose, our passion, and our promise to you.

Maxim Private Clients Investment Philosophy is positioned around a core set of beliefs that are common to the approach of most great investors throughout history.

We believe that to the keys to successfully build long term wealth include:

Don’t let Emotions Guide Investment Decisions – Building long-term wealth often requires counter-emotional investment decisions, such as buying in times of pessimism, or resisting the euphoria around investments that have recently outperformed.

Be Patient – Short term performance and volatility is impacted by many factors, including trends and sentiment. Over the long-term however, the true underlying value of a company/investment is likely to be acknowledged and valued by the wider market based primarily upon its fundamental performance.

Don’t Attempt to Time the Market – A volatile market can cause emotional investors to panic and, in some cases, abandon long term investment strategies by pulling out of the market with the intention of moving back in when the environment improves. History shows it is impossible to predict when markets will improve and by attempting to do so, investors risk missing the returns they could have earned had they retained a long-term view and held the asset.

Avoid Self-Destructive Behaviour – Chasing the next hot-performing investment category or continually making major changes to a long-term investment strategy can sabotage the ability to build wealth. Ever swapped to the faster moving checkout line at the supermarket? By the time you get there it inevitably slows down and you have missed out.

Spread your Investments Between & Within – Great investors spread their assets between and within the major investment categories (or asset classes) including equity, debt, and property.

Focus and Discipline – Focus your energy toward creating a diversified portfolio, developing an appropriate time horizon, and setting realistic return expectations. Have the discipline to see the strategy through.

Our values have been fundamental to our success over the years. Through market fluctuations, it is our core values and investment philosophy that have directed our actions and strengthened our clients’ trust and loyalty.

Integrity – Upholding honesty and ethical behaviour to provide our clients with peace of mind that their financial interests are always prioritised and protected.

Professionalism – Demonstrating expertise through knowledge, experience, and continuous education, ensuring our clients receive accurate advice and assurance in their financial decisions.

Client-Centred Approach – Focusing on personalised advice and clear communication to offer assurance that financial plans are tailored to each of our client’s unique goals and circumstances, providing them with confidence.

We are always keen to talk through all aspects of what we do and how we do it with you, and especially how those beliefs impact the decision making and recommendations that we make to you. Please ensure you ask us and challenge us with questions whenever you feel the urge.

We trust this has provided you with a deeper understanding of what we do, and why we do it.

Of course, if you have any questions whatsoever, please do not hesitate to be in contact.