Maxim Wealth - Investment and Financial Planners 65 Waterloo Road, Hutt Central, Lower Hutt, Wellington 5010

Welcome to Maxim Wealth - Investment and Financial Planners, located in Lower Hutt, Waterloo Road. As an establishment that specializes in finance, we are dedicated to helping families and small businesses with their financial planning needs.

At Maxim Wealth, we believe that our valued clients are the most important aspect of our business. That's why we treat each and every one of them with the utmost care and attention. Whether you are new to investing or have years of experience, our team of experts can design a personalized plan that is perfect for you.

Our organization is guided by a set of shared principles that shape our motivations and decisions. We believe in being authentic and honest, caring for our clients' needs, being inclusive and ensuring that we are fully invested in their financial goals.

Don't just take our word for it, hear what our satisfied clients have to say. One client expressed their gratitude for the life cover they took through Makowem & Isaacs Financial Planning. When they were diagnosed with a serious illness, our team organized early repayment of their life cover and rearranged their investments, providing excellent support during a difficult time.

Another client praised the service they received from Dave Isaacs and the team at Makowem & Isaacs Financial Planning. They appreciated the diligence and understanding that our team had towards their financial situation, allowing them to meet their saving requirements. Regular check-ups ensured that their financial plan remained aligned with their changing needs.

A long-term client of ours highlighted the quality of service they have experienced with Dave Isaacs as their investment advisor. They praised the level of information provided, the speed of response to inquiries, and most importantly, the impressive investment returns that our advice has delivered. Their complete confidence in Makowem & Isaacs Financial Planning speaks volumes about our expertise and dedication.

So, whether you are looking to start your investment journey or seeking to optimize your existing portfolio, Maxim Wealth - Investment and Financial Planners is here to help. Contact us today to experience the exceptional service and expert guidance that our team is known for.