Maximum Wealth Strategies - Services
Maximum Wealth Strategies employ life planning techniques for our clients. After the client’s lifestyle objectives and goals become clear we formulate strategies and investment recommendations to achieve the desired outcome. We discuss the client’s expectations and risk profile; we then assist with the selection of a spread of investments. We, in effect become partners in a relationship with the client. We want our clients to understand what drives their investments. Client comfort is most important as we tailor a specific portfolio for the client to achieve the best outcome.
We specialise in the following:
- Wealth Creation
- Self Managed Superannuation
- Risk Insurance
- Redundancy Counseling & Advice
- Retirement Planning
- Centrelink benefits and strategies
- Estate Planning
- Direct Shares
- Accounting Services - We recommend our referral partner Lidgerwoods Accountants
- Or simply contact us for any other enquiries.
We have been associated with Wes Curnow for over 18yrs when we first commenced our business. Wes is a highly professional and trustworthy individual and we are more than impressed with the handling of all aspects our insurance matters. Wes is very approachable and we have the highest regard for him both professionally and personally Mick & Flo...
Having experienced 3 events covered under our Risk Insurance. Namely; Death, Trauma & Income Protection. My husband and I have had the fortunate advantage of having Wes Curnow from Maximum Wealth Strategies to guide us through the maze of paperwork and support our claim applications. We didn’t even realise we were eligible to claim after one such event until Wes advised us he...
I have been dealing with Wes Curnow for a number of years now in relation to my ongoing Income Protection claim. I have found his advice and assistance in relation to the management of my claim nothing but first class. I would highly recommend his services to any one that needed advice in respect to personal insurance knowing that if a claim arose Wes would be there to take you through this...
We have dealt with Wes Curnow as our personal insurance adviser for many years. His insurance knowledge and advice has been of great benefit to us.Wes has been very supportive and proactive especially when we required guidance to take us through the claims process when we needed to make a claim. His service has gone beyond expectations in obtaining the best possible outcome during the years we...
I have been dealing with Wes for over 20 years and have always found he displays a professional image and unquestionable integrity.Recent claims were trouble free due to the explanations of insurance jargon broken down to simple English terms.Nothing is too much trouble for Wes despite his hectic workload. Neil Johnstone
I was referred to Wayne Barber of Maximum Wealth Strategies when I retired in 2007.Wayne has been an enormous help in everything financial. I have found Wayne to be very professional and a wealth of information in all aspects relating to money matters in my retirement.Thank you Wayne, Robyn Sullivan
We have been dealing with Wes Curnow for over 10 years. We have found him to be very helpful and caring. His advice and support to our family has been very much appreciated especially when we needed help to make a claim for a family illness. His ability to make a tough process run smoothly was exceptional. The peace of mind in obtaining money swiftly when it was most needed for our family was a...
Rozz Curnow has been our financial advisor for many years. She has an astute knowledge and perception of the financial climate. She is a caring and ethical person, making suggestions for our financial needs always with our wishes and best interests at heart. She is meticulous and never hurried in her explanations and discussions of financial options.Rozz has helped us with our...
I was referred to Wes Curnow from M.W.S. eighteen months ago in regards to my income protection claim. During that time Wes turned a mountain of paperwork and legal jargon into an easy manageable process. Wes took out the burden in what was a very stressful time in my life. I could not have managed my claim without Wes's assistance. Wes's professionalism and knowledge is exceptional. I would...