Maxim Private Office
Private Office
Strategic Financial Planning
Private Office Service
Cash flow Planning
Tax Planning
Finance and Debt Management
Risk Management and
Asset Protection
Personal Insurance
Estate Planning
Retirement Planning
SMSF Advice
Asset Allocation and
Investment Policy
Business Succession Planning
Business Insurance
Business Services
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Giving
Philanthropy and
Charitable Giving
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Maximise your potential

Welcome to Maxim Private Office


Maxim Private Office has been established to cater for the needs of time-poor, successful people with complex affairs. We have developed a particular expertise in assisting medical professionals; please refer to our testimonials and succession white paper for more information.

We act as the centre of our clients’ financial universe and co-ordinate the relationships with their other professional advisers. Our clients thus have total peace of mind that their affairs are being looked after by a single, trusted professional.

The result is a fully integrated offer, which saves our clients time - their most precious resource -, allowing them to relax and enjoy life.

Please refer to our client case studies for more information on what outcomes we achieve for our clients.


“WE HELP OUR CLIENTS MAXIMISE THEIR POTENTIAL AND ACHIEVE FINANCIAL SECURITY.”



Call us on (08) 9489 2590 Call us on (08) 9489 2590
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Yves Schoof
 
Gino Terriaca
 
Mark Lester
 
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Maxim Private Office