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Friday 6th December 2019

Financial Planning Weekly Update - Week ending 6 December 2019

Written by Chris Lioutas

Equity markets confused on mixed trade war messaging 

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Events
Thursday 21st November 2019

Maxim Economic Breakfast with Philip Gardner

Written by Maxim

We 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.  

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Blog
Wednesday 25th September 2019

Why is succession planning so important?

Written by Steve Roxby

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.

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Blog
Wednesday 18th September 2019

5 steps to not only survive, but thrive!

Written by Steve Roxby

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.

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Events
Monday 2nd September 2019

Maxim Events

Written by Maxim

Maxim 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. 

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Blog
Thursday 22nd August 2019

Every business owner needs to know - the difference between profit and cash

Written by Chris Sneddon

If 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.

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Blog
Friday 28th June 2019

Maxim Economic Insights - June 2019

Written by Greg McKenna

In 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. 

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Blog
Thursday 23rd May 2019

5 ways to make your life more simple!

Written by Chris Sneddon

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.

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Blog
Thursday 9th May 2019

Total & permanent disability insurance

Written by Matt Haggarty

Total & 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.

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Blog
Thursday 25th April 2019

Aliferous (Alfie) - Our girl with wings

The Maxim team is currently racing a 3-year-old thoroughbred called Aliferous, affectionately named “Alfie” in the office.

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Events
Friday 12th April 2019

Maxim Economic Breakfast

Written by Maxim

We invite you to attend our upcoming economic breakfast with guest speakers, Tony Brasier of PRDnationwide and Maxim's resident economist, Greg McKenna. 

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Blog
Thursday 11th April 2019

The importance of scale

Written by Chris Sneddon

Businesses 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.

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Blog
Thursday 28th March 2019

Tax planning: Being proactive will save you

Written by Steve Roxby

Have 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?

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Blog
Thursday 14th March 2019

An interesting week for financials

Normally 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.

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Blog
Thursday 28th February 2019

Life insurance

Written by Matt Haggarty

As 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.

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Blog
Thursday 14th February 2019

Don't risk losing your money machine

Written by Matt Haggarty

Imagine 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?

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Blog
Thursday 24th January 2019

Success is what you make it!

Written by Steve Roxby

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?

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Blog
Thursday 10th January 2019

Staff first, customers second, shareholders third

Written by Steve Roxby

Sir 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?

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Blog
Thursday 13th December 2018

Cybercrime

Cyber 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.

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Events
Thursday 6th December 2018

Maxim presents Matt Hall

Written by Maxim

Maxim presents Matt Hall from Matt Hall Racing 

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Blog
Thursday 29th November 2018

Key business lessons learned from the Smithink 'Young Guns' workshop

Written by Scott Brooks

Earlier 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

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Blog
Thursday 15th November 2018

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.

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Blog
Thursday 25th October 2018

Common frustrations in business - Part 1

Written by Steve Roxby

The 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.

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Blog
Thursday 11th October 2018

Common frustrations in business - Part 2

Written by Steve Roxby

In 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’.

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