I am passionate about developing strong relationships with my clients and understanding their unique needs and financial aspirations. With an in-depth knowledge of financial planning and investment strategies, I am committed to helping my clients create and increase generational wealth, while empowering them to make informed decisions that will benefit their families for years to come. Whether you're just starting out in your career, planning for retirement, or managing your finances through life's transitions, I'm here to help. Looking forward to assisting those in need in building a secure financial future.
Max was easy to talk to and patient and went above and beyond to help us out.
Max is professional and personable. He is very responsive and helpful, including sending reminders when necessary to ensure things don’t get missed. Easy to talk to and not afraid to do further investigation when he’s not 100% sure on something to ensure you get the right advice. We look forward to continuing to work with Max.
Having been burned by a Financial Adviser before (instructed me on insurance that benefitted him not me, only came out when I actually needed to make a claim after paying substantial premiums for 10 years) Max put my mind at ease. Max changed the picture in our heads from what we thought would suit to what actually suited us better. As we are a new client it will be a case of time will tell but so far we are already seeing a big difference in our superannuation from where we were previously. From our dealings with Max so far, I would recommend him.
- Adviser status Bronze
- Number of reviews 3
- Years of experience 4
- Graduate Diploma of Financial Planning
HFB Private Wealth146 Bloomfield St
Cleveland, QLD 4163
Crown Wealth Group