Estate Planning
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Max Reinhardt
Financial and Mortgage Adviser
Max started in the finance and lending industry in 2000 and specifically financial advice in 2004 after attaining a Bachelor of Economics Honours degree at The University of Sussex, UK before settling in Australia later that year.
Max has never stopped studying as he is always looking at ways he can better assist his clients and has studied many courses in financial advice, lending and technical analysis as he continues to try and stay ahead of his competitors in terms of the knowledge he can share with his clients.
Max has quite a unique philosophy when it comes to investing as he believes the best thing about the market is that you don’t always have to be in it. Contrary to popular belief, his methods have shown that “timing” the market can result in far better results than just “time in” the market.
This has been evidenced with over 100 years of study on the Dow Jones, which has data available dating back to 1910. He has beaten markets significantly during corrections such as the GFC and Covid crash obtaining significant positive returns, whilst markets have fallen between 40-55% approximately. His Facebook page shows a call for the Covid crash 6 months in advance and clients were able to beat the market by circa 85%.
Of course such opportunities do not occur every day, but being able to form read a market does give him an edge over his competitors. His vast technical analysis study and skills can predominantly be credited to the works of W.D. Gann. He is also not afraid to utilise more modern techniques with the assistance of Artificial Intelligence to give him an even bigger advantage.
Max Reinhardt is an authorised representative (301999) of Finchley & Kent Pty Ltd (ABN 50 673 291 079) (AFSL 555169).
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