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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Maximise your potential
Private Office

Business Services


We offer a range of financial services to business owners; first and foremost, we can assist you with your personal strategic planning, but also with business insurance and business succession planning.

If you employ staff, we can also offer the following services:

  • Employee superannuation fund: As an employer you generally have to offer a default superannuation fund. We can help you establish this fund, and provide invaluable assistance to both yourself and your employees with regards to their superannuation benefits.
 
  • Employee incentive/retention schemes:  We are experienced in facilitating new employee equity and bonus schemes, including for small private companies. Alternatively, or in addition, you may want to offer a strategic financial planning service to key staff as an extra incentive or retention tool. We can tailor specific corporate packages to your needs.

 

  • Succession planning for employees: If it is anticipated existing staff will take over the business at some point, we can assist with putting in place appropriate arrangements.


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