Max is the managing partner of the Vineyard Group and has been in the financial advisory business since 1991. A man who prides himself on his ethical conduct, his personal philosophy is to ascertain and understand his clients’ needs before rendering services which, in the same circumstances, he would apply to himself.
With a strong belief in the value of professional education and development, Max dedicates much of his time to upgrading his skills and increasing his knowledge and expertise. His efforts have seen him achieving an impressive list of professional education designations including Chartered Financial Consultant and Fellow Chartered Financial Practitioner as well as a Diploma in Financial Planning and a Diploma in Life Insurance.
Given his thirst for knowledge, it is little surprise that Max enjoys reading up on a wide range of topics including current affairs, geopolitical development, economics, creative arts and business. His vast experience has made him a keen observer of societal evolution that affect family and inter-generational values.
About Vineyard Group
A vibrant atmosphere, incredible unity and a passion to achieve the best – these are what define the Vineyard Group. Guided by the belief that every individual is unique, we endeavour to nurture and develop each of our advisers in strategic leadership to make a tangible impact and difference in the communities we serve. Through a comprehensive training and development programme, we help new and existing advisers hone their individual skill sets and maximise their potential to achieve greater levels of professional and business success to serve our primary clientele – working professionals and business owners.
All our advisers are encouraged to achieve a minimum professional designation equivalent to that of a Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC). With our commitment to maintaining and sharpening our professional competencies and advisory standards, we seek to honour the trust and confidence that our clients have placed in us to help them build a brighter, better and safer future for themselves and their loved ones.