Maxim Private Clients Celebrates 1 Year Milestone

It's been a whirlwind first 12 months for boutique financial services firm Maxim Private Clients.

Born out of a convergence of culture and service philosophy of niche business advisory firm Maxim Accounting and Business Advisors, and the expertise of leading financial advisor Matt Haggarty, Maxim Private Clients has quickly established its own unique position in the market, ensuring a truly seamless and holistic advisory experience for clients.

'Our approach addresses what we see as a significant gap in the current advice landscape for business owners and high net wealth individuals alike. Too often, we come across scenarios where the accountant and the planner are competing for the client, rather than collaborating for the client' Haggarty says.

'The proven success of the forward thinking, goals driven approach to business and accounting advice that Maxim Accounting have adopted over their 20 year history, is a perfect synergy with our own philosophy of the way we provide personal financial advice'. 'In short, we are ensuring all aspects of a clients business, personal finance and lifestyle goals can be addressed in a collaborative and efficient manner'

Maxim Accounting Director Scott Norrish elaborates further, 'By truly working with our clients as a team of specialist advisors across all aspects of accounting, tax, business intelligence, personal wealth and risk mitigation, we are focused purely on the client, exploring what success means for them, and then working with them to achieve those outcomes'

The exponential growth of the business in its initial year of operation, is testament to the benefits of the approach that clients are already experiencing.

Team numbers grew rapidly from the initial merge with Directors/Lead Advisors Matt Haggarty and Scott Norrish, quickly followed by client service manager Tegan Pitt and administration support Marilyn Fermin. Strong demand saw further expansion in the first half of 2017 with Alex Jenkins joining as a Senior Financial Advisor, and Brad Meyn as a Financial Advisor.

Maxim will this week further celebrate the expansion with the opening of a second office located a short walk from the Watt Street headquarters, on the ground floor of the 'North Wing' building at 1/21 Pacific Street, Newcastle.

For all enquires, visit www.maximprivate.com.au or call 4925 1000.

 

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