Why we are unique
We take the time to fully understand your financial and investment circumstances, recognising that everyone has a different way of approaching this important but sensitive topic.
The solutions and advice that we provide are impartial, independent and developed solely with your best interests in mind. We are not tied to an investment bank, product provider or investment group – no one is paying us to recommend specific investment vehicles.
As a small team we develop an intimate knowledge of our clients, we develop profiles that reflect their position and we work to provide friendly and personalised service that often goes beyond the traditional investment adviser/client relationship.
Maxim Financial Markets (Maxim) was founded in 2014 by Wellington financial advisors, Peter Elenio and Terry O’Connor. Our goal is to develop a leading boutique investment advisory firm. In a very short time the business has grown as an increasing number of clients with different financial needs and aims have seen the benefits of what Maxim has to offer. Despite this success we have remained true to our founding principles, namely ensuring that the investment advice our clients receive is appropriate and delivered in a friendly, easy to understand manner.