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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.

 

From one industry specialist to another

 

We possess extensive expertise in servicing the unique financial needs and obligations of professionals within the medical industry and enjoy close, long-term relationships with numerous leading medical specialists, renowned locally and abroad. We especially understand the personal and business issues confronting specialists in private practice and the public health care system.Our highly credentialed leadership team comprises chartered accountants and certified financial planners, aligning us with the leading bodies of the business and personal financial advisory profession. We have been independently recognised at a state and national level as industry leaders.

Local knowledge, national resources and capability.

 

Supporting the medical sector

 

Our leadership team heads up a national Medical Specialists focus group that is committed to being at the forefront of advisory services for the medical profession.  We invest back into your industry by supporting and educating young medical professionals at leading hospitals and are very active in providing forums for the  financial education of the next generation of medical specialists.

TESTIMONIALS

 

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“I am sure that many professional people like me have an uncertainty about the expertise of professionals in other fields. In my medical world, we search long and hard to find someone in whom we can entrust the care of ourselves and family. And so it has been a long time coming for me to find a Financial Planner in whom I have developed that important trust.

 

We are delighted with the level of service, the attention to detail, the ease of contact and the success of our transition to retirement strategies. We have no hesitation in giving Maxim Private Wealth our highest recommendation.”

 

Dr W

ENT & Facial Plastic Surgeon

 


 

“Maxim’s approach has been professional and strategic. They brought coherence to our own attempts to budget and plan, and have been a highly effective agent in finding and commissioning the best professionals to effect out plans, particularly in the acquisition of investment property and in estate planning.

 

Most importantly all of this was achieved for reasonable cost. Maxim have been completely up-front about their fees, their structure and the requirements for settlement. There have been no hidden costs, no extra invoices, no out-of-pocket charges.

 

We have consistently recommended Maxim to our friends, and will continue to do so. They have brought certainty, professionalism, and coherence to the management of our affairs. Above all, we are confident that, with them, they are in good hands.”

 

Dr N

Obstetrician


 

“Gino is a true professional, offering well-researched, professional taxation advice as well as taxation and financial services.

 

Maxim Advisory are a good team for a medical specialist such as myself, as they are able to offer advice, structuring, and management of all aspects of investments, superannuation, trusts, and tax returns. I recommend their services without hesitation.”

 

Professor O.


 

“Having recently launched into marriage, our first child, a new mortgage and about to move to a hospital consultant position, we were desperately in need of a financial plan.

 

The Maxim Advisory team have provided us with measured advice regarding debt, investments, spending, tax and insurance to meet all our current and future needs. Highly recommended.”

 

Dr M

Consultant at RPH

 


 

“Maxim Advisory offer a professional service that I have much pleasure in recommending to other medical professionals like myself.

 

The team establish clearly upfront what the service covers, and they are very open and transparent about the fees and costs.

 

I was provided with regular updates of changes in the market and timely, cautious advice of anything that is likely to affect my portfolio and assets. We have regular face to face meetings, to explore progress and changes affecting my affairs.

 

I would therefore highly recommend Maxim Advisory’s services, not only because of their knowledge, but also for their professional and courteous approach.”

 

Dr P

Paediatrician