Max Capital Group Limited - Funds Management

We aim to be our clients' trusted financial adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times, and to celebrate with them. Our advice is different for every client we see. We don't have a list of pre-defined services, strategies or products.

A core part of our philosophy is recognising that every client is different and our value lies in our ability to provide advice tailored for each client's individual circumstances. Financial confidence comes from knowing that we will always be honest with them and do our best to help them.

Preparing Statement of Advice (financial plan) and Record of Advice documents
Performing financial modeling and running different investment modeling scenarios for customers
Communicating with your super funds, investment providers, and insurers
Following up information from fund managers, share registries & banks
Keeping up to date with industry changes and events affecting clients, as well as technical knowledge & appropriate strategies
Corresponding with clients to follow-up information
Always ensuring we are following the necessary compliance procedures* Updating or training in financial planning
Running client seminars
Updating our website and social media pages

What We Do