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Financial Planning Weekly Update - Week ending 6 December 2019Equity markets confused on mixed trade war messaging Read More |
Maxim Economic Breakfast with Philip GardnerWe invite you to attend our upcoming breakfast with guest speakers, Wests Group and Newcastle Knights CEO, Philip Gardner and Maxim's resident economist, Greg McKenna. Read More |
Why is succession planning so important?We don’t always get the chance to decide exactly when we leave our business. It may come as a result of sickness, illness, a relationship break-down, or many other reasons. If we don’t have a plan we may need to make one on the fly, or worse still, be dictated by someone else making one for us. Read More |
5 steps to not only survive, but thrive!One of the best pieces of advice I have received is “If nothing changes, nothing changes”. If businesses become complacent and just continue to do what they did yesterday, it is only a matter of time before they lose their competitive edge, technology takes over, or they just simply become complacent. Read More |
Maxim EventsMaxim prides itself on delivering quality information and events to our clients. We have created a significant network of like-minded people including our clients, referral partners and prominent individuals in the Newcastle area with which is valued amongst those involved. Read More |
Every business owner needs to know - the difference between profit and cashIf I had collected “2 bob” from every good customer who has posed the question; “where has my profit gone?” …well, I’d have quite a few extra dollars. Read More |
Maxim Economic Insights - June 2019In the space of a few months Australia’s financial regulators – APRA and the RBA – have reacted aggressively to the economic slowdown and housing market falls which were threatening to derail Australia’s almost three decade run of economic growth without recession. Read More |
5 ways to make your life more simple!If managing life’s everyday complexities only seem achievable when you’re daydreaming about the chef, cleaner, personal assistant or nanny that you don’t have, you’re probably not alone. Read More |
Total & permanent disability insuranceTotal & permanent disability insurance provides cover if you (as the name suggests) become permanently disabled from a serious accident or illness. Like life insurance, TPD cover pays out as a lump sum & can be held either personally or through your superannuation. Life & TPD insurance are generally provided together within superannuation funds by default, however like these covers may be smaller than required amounts that decrease with age. Read More |
Aliferous (Alfie) - Our girl with wingsThe Maxim team is currently racing a 3-year-old thoroughbred called Aliferous, affectionately named “Alfie” in the office. Read More |
Maxim Economic BreakfastWe invite you to attend our upcoming economic breakfast with guest speakers, Tony Brasier of PRDnationwide and Maxim's resident economist, Greg McKenna. Read More |
The importance of scaleBusinesses that do not grow their revenues to achieve the appropriate “scale” will always struggle to provide the appropriate financial return to the business owner to reward the inherent risk of business. Read More |
Tax planning: Being proactive will save youHave you done your homework? For those clients who've already had your 2018 tax planning meeting, or who are currently meeting your Maxim advisor, this is the time to refresh on those action plans. What do you need to do before 30 June, to lock in those tax savings? Read More |
An interesting week for financialsNormally the most important dates in the financial calendar for investors are the releases of their six-monthly profit results in February and August, but for most shareholders in Australian companies, the most important date for 2019 was not the announcement of their annual earnings this morning, but rather the release of the Hayne Report on Monday afternoon. Read More |
Life insuranceAs the old saying goes, there are two certainties in life: death & taxes. If these things are certainties of life it makes sense that every person should have two things: a good accountant & life insurance. If you are reading this currently, odds are you already have a great accountant but what is less certain is you having the correct amount of life insurance. Read More |
Don't risk losing your money machineImagine a scenario where you went to the store and came across a machine that was able to produce income worth tens of thousands of dollars for 50+ years, how much do you think something like that would cost? Read More |
Success is what you make it!Being a business owner is not easy and, in most cases, can be quite lonely. If you are a relatively new business owner you may be asking yourself, am I doing this right? What can I do better? Read More |
Staff first, customers second, shareholders thirdSir Richard Branson lives by the credo of “Put your staff first, your customers second and your shareholders third.” Like everything Branson, an interesting proposition, but what, how and when? Read More |
CybercrimeCyber Threats come in all varieties – and no two ever attack your business from the same angle or in the same way. Threats can occur directly from the outside, while others may have some insider help. Read More |
Maxim presents Matt HallMaxim presents Matt Hall from Matt Hall Racing Read More |
Key business lessons learned from the Smithink 'Young Guns' workshopEarlier in the year, I was given the opportunity to speak at the Smithink Young Guns Workshop, a two-day conference for young(ish) accounting professionals held at the Hilton, Surfers Paradise Read More |
Is mine as big as yours?It’s human nature to compare ourselves to others. How we look, what we own, and how successful we are. The same applies to business. Read More |
Common frustrations in business - Part 1The question I often ask business owners is…. Do you have any frustrations in business? Let’s explore this a little more and look at what actions can be taken to reduce any frustrations. Read More |
Common frustrations in business - Part 2In Part 1, I mentioned two of the four common frustrations in business, namely cashflow and staff. The other two common frustrations I hear are ‘How do I grow my business’, and ‘Work/life balance’. Read More |
Maxim presents Mark McCrindleMaxim Advisors, McCrindle Research and NAB Partners present Newcastle's 'Business Confidence Briefing' event Read More |
KPI's for Newcastle's cafe coming of ageWith the revitalisation of Newcastle in recent years, we’ve seen a growing number of cafés opening their doors around town and our suburbs. Novocastrians have embraced the crema and aromas; some even say we’re coffee snobs. But what makes one café buzz long-term while another falls flat? Read More |
Corporate structures - Does yours fit?Tax Efficient? Wealth Protection? Have you ever ordered something online that didn’t quite fit? Read More |
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