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Maxim Advisory can provide you with a holistic suite of services.
We tailor our advice to your individual circumstances and
we can work with your existing advisers.


Business Advisory, Accounting and Taxation Services


The Maxim Private Advisory Pty Ltd, Accounting and Taxation Services division delivers results- driven processes, honed over many years and is proven to help our clients flourish financially, in line with their business and personal goals.


Corporate Governance


Are you aware of your multiple statutory obligations under the Corporations Act? Are you exposing yourself or your company to unnecessary risks? Our Corporate Governance division provides invaluable advice and practical assistance to directors and company boards, ensuring all governance and statutory obligations are met and that the risk of personal or company loss is minimised.


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Audit and Advisory


Everyday we embrace the challenge of providing what we believe is Perth’s most thorough and professional audit and advisory service.


As a boutique advisory team, we possess both the flexibility and attentiveness of a small firm and the ‘heavyweight’ expertise often only found in much larger firms. Quite simply, we will satisfy your audit and assurance obligations in the most timely and cost effective manner possible, supported by a high level of Director input.


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Personal Financial Advice


(Authorised representatives of Fortnum)


Today’s busy, complex lives leave little time to manage our increasingly complex finances. The solution? Maxim Private Wealth, our Personal Financial Advice division.


Think of us as your family’s Chief Financial Officer; a trusted Adviser who will help you to determine what it is you really want to achieve, implement simple strategies and monitor the outcomes, all the while minimising risk and maximising wealth.


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Maxim Private Finance mortgage brokers



With many different types of loans out there, and hundreds of home loans available, we’re here to help ensure you’re armed with the right information to help you make the right decisions.


Why use a mortgage broker? It’s easier. It’s fast. It’s more than just loans. It’s all about YOU!


Buying a property can be exciting and daunting at the same time, and time-consuming too. So if you’re looking to buy a home, refinance your home loan, become a first home buyer, or invest in property, we’re here to help. We work fast, and we work hard for our clients.



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Specialising in financial solutions for healthcare professionals


As specialist business and personal financial advisers to WA’s medical professionals, we understand that your time is a scarce resource. All too often, your fast-paced field requires financial decisions to be made ‘on the fly’, leading to costly mistakes and missed opportunities.


We can help you reclaim financial control and achieve financial freedom and security. Enjoy the peace of mind of knowing that your affairs are being managed properly with Maxim Medical Specialists.


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Specialised solutions for the Not for Profit sector


Maxim Private Advisory Pty Ltd has a proud history of providing audit, taxation and business advisory services to not for profit entities. Headed by senior audit Partner Mark Lester, heralding 40 years experience working with clients in the not for profit sector, Maxim Audit understands the needs of clients and the importance of direct Partner involvement in every engagement. Our experienced specialist not for profit team currently assists organisations spanning the arts, health and indigenous sectors.


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