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Financial Advice

We can review your existing portfolio, provide investment advice, or answer general queries about financial matters. If requested, we can provide professional, personalised advice on all aspects of wealth creation, wealth management and wealth protection.

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Wealth Creation

Research shows that people who don’t have a clear goal in mind when they save are more likely to withdraw their savings rather than letting them accumulate. Moneymax can help identify ways of saving, investing and systemising your money management.

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Investment Management

We can recommend investments for you to look after yourself or a portfolio that we can manage for you. In recommending investments we consider your goals, your current situation and your attitudes towards money and risk.

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Latest News

  • Giving Back

    Giving Back When we leave this world, we take nothing with us, but what we leave behind can make a big difference to others. It is usual for surviving family members to be the beneficiaries of an estate but increasingly, charitable organisations are benefiting from the generosity of community-minded…

  • Financial Abuse

    Financial Abuse Domestic violence can take many forms and it is important to recognise that financial abuse can be one of them. Financial abuse may or may not be linked to physical abuse and can be hard to detect by others. Lurking inside what appears from the outside to be a normal relationship may…

  • Life Planning for People Who Can’t Plan

    Life Planning for People Who Can’t Plan Financial planning and life planning are inextricably linked. After all, the purpose of having money is so we can live the life we want. The starting point of a financial plan is always to ask, ‘What are your goals?’ The art of financial planning is…

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