Financial Planning
Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Superannuation;
- Retirement;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
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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