Personalised or Transactional Broking Service
We recommend a personalised service if you would like expert guidance backed by robust investment research, taking into consideration your personal circumstances, financial situation, goals, and risk tolerance with regard to investment decisions, portfolio structure and investment strategy.
The Transactional Broking advice is product and market centric in nature with access to our research and transactional services, suitable for clients who are confident in making their own investment decisions with consideration to their risk profile, personal circumstances, and the structuring of their portfolio to meet their long-term goals.
Ultimately, if you choose either a Personalised or Transactional Broking Service we have an underlying belief that our clients should have control of their investment portfolio and as such we do not offer a discretionary investment management service.
Scope of Services
Personalised Wealth Management
A premium, highly personalised service tailored specifically to your financial profile and objectives, considering your financial situation, goals, needs and tolerance for risks.
With personalised wealth management you are able to focus on making investment decisions, as we facilitate the tracking and administration of investments with ongoing proactive advice and support from your Maxim Investment Advisor.
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Personalised Investment Advisory
This is an on request personalised advice service. Offering you the flexibility to get personalised advice when and if you need it in relation to your investments and financial products, with access to research on markets, securities, and financial products. If you do not request Personalised Investment Advisory you shall default to receiving our Transactional Broking service. There is no formalised arrangement for the ongoing monitoring, review, management or reporting of your investments by MFM or your Investment Advisor
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Designed for clients who would like general financial product and market advice, with access to our research and transactional services. This suits people who are comfortable with investing in financial products and are only looking for advice on particular securities or markets, without needing advice that has been fully personalised to their circumstances or comprehensive portfolio or investment planning advice or reporting.
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Choosing a KiwiSaver Plan is a key investment decision in relation to saving for your retirement. Maxim has an agency agreement with Milford KiwiSaver Plan, managed by Milford Asset Management Limited.
Morningstar have awarded Milford the KiwiSaver Fund Manager of the Year for 2013, 2014, 2016, 2018 and 2019 and Canstar KiwiSaver Provider of the Year Award for 2020. Milford also manages New Zealand’s top performing KiwiSaver Growth Fund over the last 10 years.
The Milford KiwiSaver Plan provides six funds for you to invest in: Cash, Conservative, Moderate, Balanced, Active Growth and Aggressive, and you can select a fund, or a combination of funds for you to invest in.
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