Maxwell Reinhardt

Mr Wealth Pty Ltd

4.65
4 Reviews
Gold
17 Yrs Experience
Joondalup, WA 6027
Financial adviser since 2004. Yet still young enough to be with you through your retirement. I’ve studied non stop to be ahead of the game. My primary focus has been on investments and I have always done well for my clients. A recent win was returning 43% to clients who took advantage of the Covid crash in less than a month. That’s probably better than most advisers will ever make you in a year or 3. I work extremely hard for my clients. I love helping people. And I love learning how to improve my ability to consistently beat the market. I would say my techniques for analysing markets are probably unique among financial advisers and this would put my knowledge ahead of the very best advisers in the country. However I’m still learning and I believe there is still much room for improvement. I’m not really looking for many new clients, so please don’t contact me unless you are serious about changing the direction of your wealth. Max Reinhardt MR Wealth - “We make your money work harder, so that you don’t have to”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Your first appointment is at my cost. We can then see if I can add any value to your situation and advise the fees applicable to the advice required.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 4
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Bachelor of Economics (Honours)
  • Language spoken
    • English

Mr Wealth Pty Ltd

Unit 26, 15 Barron Parade
Joondalup, WA 6027

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Tuesday – Thursday
  • 9:00am – 6:00pm Monday

Licensed by

Capitalwise Financial Services

AFSL 478766

4.65
4 Reviews
5
4
3
2
1
4.40
Clear communication
4.70
Knowledge & expertise
4.70
Customer care
4.75
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Max is a fantastic adviser. He goes the extra length to make me feel comfortable and always gets me exceptional results. He is truly great value for money. He looks after myself, my wife and all of our close family members. We are all on track to retire earlier than expected and enjoy the fruits of his work."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Max gives me advice on my self managed super fund and has also organised property valuations and home loan refinancing for me. I am generally happy with the advice provided and was particularly pleased with the home loan refinancing outcome that was achieved."

  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Katrin 6059 Max is knowledgeable, thorough and trustworthy. I'm confident my money is in good hands and going to grow!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Max, thank you for looking after us over the past 10 years and more. You've guided us on mortgages, refinancing, super, and life insurances. Our financial future is in safe hands!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Economics (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Sussex
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Services

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member
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