Our Approach

We are:

Prudent: Our recommendations are based on solid evidence, data, and decades of experience.
Transparent: We are committed to making sure you fully understand and are apprised of everything we do.
Dedicated: Maxwell Insurance and Financial is dedicated to helping you reach your financial goals.

Women Investors

Nowadays, many women are handling financial planning. When it comes to the financial future of a household, women are behind the wheel more often than not.

Given this, we can provide financial services that are specifically geared towards women. This means:
  • We create financial strategies customized towards your end goals and tolerance for risk.
  • We provide a high level of communication and transparency in the process.
  • We look at financial planning from a long-term point of view.
  • We educate you about finances so that you can make informed decisions.


Our Investment Philosophy

We believe that one of the best things we can do for our client's financial welfare is to educate them. An educated investor with a long-term perspective is more likely to succeed. When you work with us, we make sure to carefully explain principles of investing such as:
  • How risk is related to return
  • What is diversification
  • Potential impact of asset structure on performance

We don't just tell you what to do - we help you become a competent investor in your own right.