AT MAVEN WE SEE
There is a story behind every investment and insurance choice
Everyone is their own story, each of us have our own goals, aspirations and needs that are constantly evolving. So whether your just starting out, looking to build or protect your wealth for that day when you finally retire or even if you are in those retirement years, regardless of how young or young at heart you are it is never too early or too late to plan or have a financial plan that is made for you.
And as we all know even the best plans hit unexpected bumps, unfortunately life can throw things in our paths, sometimes with long lasting impacts, our advisers are skilled at ensuring you and your family have adequate risk insurance to protect the things that are most precious to you and your family’s lifestyle.
Our goal is to ensure you’re in a strong position to meet your financial commitments and build and protect your assets, so you can live the life you want and get on with your story.
Maven Capital’s advisers are skilled guides in helping you through the maze of Financial Advice and Planning.
A Financial plan is not a set and forget thing, it is a well thought out process that can take time and effort to put together and keep relevant to you and your circumstances.
We do this by staying in touch, circumstances change and plans need to be fine-tuned, we will do this annually, unless you let us know of something that has changed.
WHAT DO WE DO?
What we don’t do is sell our own products, we don’t have any. Maven Capital is not aligned with any Banking or Financial institution, Maven’s advisers have access to a broad, researched Approved Product List to ensure our advisers can provide a plan that reflects your best interest.
Many of Maven’s clients have investment needs outside of Superannuation the likes of which include Direct Share Markets which leads into Portfolio Administration and Reporting, Cash Management Accounts and where appropriate Margin Lending Facilities.
Maven’s advisers thrive on providing client-focused advice based on thorough research, comprehensive company knowledge and many years' experience in the Australian and International share markets.
Wait until your situation becomes complicated and feel pressured into the “I need to do something now”.
Arranging your financial plan is not something to be rushed and the first step is easy, just call and have a chat to one of Maven’s advisers.
You and your Maven advisor will go over a lot of your information, including your current financials, your goals and aspirations, the amount of money you should save, the types of investments you need, the kinds of insurance you should have (including long-term care, term life, and disability) and estate and tax planning, this is all information and more that your adviser needs in order to provide a holistic view of your unique story and put together a financial plan that is yours and yours alone.
You should expect your adviser to meet with you – and your significant others – regularly throughout the year and in the years to come.
It’s important for you to have a clear strategy, and if life circumstances change, as they often do, your advisor will take them under consideration and help you revise your financial plan.
Your financial advisor needs to be someone you can trust to have confidence in their recommendations.
You can be confident your Maven adviser has your best interest first and foremost, call Maven today and arrange a confidential no obligation chat.
Maven Capital Pty Ltd
ACN: 152 426 554
Ph: 07 5507 7721
Any advice contained in this website is general advice only, before making any investment decision you should consider whether it is appropriate to your situation. Maven Capital recommends you to seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding on whether to obtain financial services from us.
© 2020 by Maven Capital