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Holistic financial services group offering boutique financial advice, investment advice, tax & compliance, business advice, personal finance, business finance. We aim to be our clients "trusted adviser" and provide the full family office service to ensure all financial needs are met. Our target clients are typically 40-60yo's, white collar professionals who are usually medical professionals and surgeons or engineers and professional consultants. Our clients typically have a family with +2 kids, a home mortgage, household income typically +$300,000pa AUD, degree qualified, often self employed with multiple investments and entities (trusts & companies). Usually highly intelligent and time poor.
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existing content is on our existing website, you'll need to remove any links or association with Hall Chadwick and also the audit side needs to be removed too for the draft , We need to show the directors a true representation of what the website will be. We now are a independent financial advisory practice , consisting of a Tax & business, Financial Planners and Finance Team . The overall group is called Maxim Advisory and there are several divisions within the group,
Maxim Private Wealth, Maxim Private Finance, Maxim Private Advisory,
Maxim Business Advisory & Maxim Medical. If further content or clarification is required please just let me know. The Hall Chadwick references can all be dropped. Key people and profiles attached below. If there is any reference to an Yves Schoof in the existing website or reference to Hall Chadwick please remove , Richard Gregson, please remove. There is also no need to link Hall Chadwick WA (Audit & advisory) http://www.maximgroup.com.au/
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