Max Pagnin

Max Pagnin Email and Phone Number

Principal at Altura Financial Planning & Partner at KHI Partners @ KHI Partners
Max Pagnin's Location
Liverpool, New South Wales, Australia, Australia
Max Pagnin's Contact Details

Max Pagnin work email

Max Pagnin personal email

n/a
About Max Pagnin

How do you make your money work smarter for you? Many people these days are too busy making money & don’t have the time to think about how to make the best use of the money they earn. Do you buy an investment property or shares? Put extra money on your home loan or into super?We work with you to help you grow your wealth & plan for the future. We also help you put in place a robust safety net to protect you & your family should disaster strike in the form of an accident, serious illness or untimely death.We work within your budget to devise a cost-effective plan which is tailored to your particular circumstances, your personal aspirations & dreams.When we partner with you, you'll have peace of mind knowing you'll have a long-term plan in place that will allow you to reach your financial goals & provide security for you & your family. You'll also have comfort in knowing your loved ones are protected financially & are able to keep the family home if disaster strikes unexpectedly.My passion for helping people is what led me towards the financial planning industry, following 6 years as an accountant for one of Sydney's leading private schools.In my 16 years as a financial planner I've been able to help all types of people, from everyday mums & dads, executives, property investors & small business owners.I love working with genuine people who appreciate the importance of honesty & independence in the advice process, and would love to form a long-term business relationship built on mutual trust & respect, rather than a one-off transaction.My greatest satisfaction is seeing my clients achieve their long-term goals, knowing that I’ve made a positive difference in their lives. Family is important to me: helping your family become financially independent is what I enjoy the most about my profession.For an obligation-free meeting to discuss your needs in more detail, please contact us on 02 8776 0104, or see www.alturafinancial.com.au for more information.

Max Pagnin's Current Company Details
KHI Partners

Khi Partners

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Principal at Altura Financial Planning & Partner at KHI Partners
Max Pagnin Work Experience Details
  • Khi Partners
    Partner
    Khi Partners Jan 2019 - Present
    Sydney, New South Wales, Australia
    Specialist in wealth creation & retirement planning; personal & family protection; key person & business protection.
  • Altura Financial Planning
    Principal
    Altura Financial Planning Jan 2009 - Present
    Parramatta
    Managed investments, superannuation & retirement planning, wealth creation and debt reduction strategies, life & TPD insurances, trauma & income protection insurances, business partnership (buy/sell) insurance, key person insurance, salary sacrifice advice.
  • Ronin Financial Services Pty Ltd
    Managing Director
    Ronin Financial Services Pty Ltd Jul 2013 - Present
    Parramatta
    Wealth creation strategies, superannuation and retirement planning, personal protection strategies specialising in property investors - life & TPD insurances, income protection and trauma insurance. Business partnership (buy/sell) insurance, key person insurance, salary sacrifice advice.
  • Strategic Private Wealth
    Private Wealth Manager
    Strategic Private Wealth Jun 2007 - Dec 2008
    Managed Investments, Superannuation, Retirement Planning, Life Insurance, Income Protection, Trauma Insurance, Business Partnership Insurance, Key Person Insurance.
  • Commonwealth Bank Of Australia
    Financial Planner
    Commonwealth Bank Of Australia Jul 2006 - Jun 2007
    Investment and Superannuation advice, life insurance, income protection and trauma insurance, staff training.

Max Pagnin Skills

Income Protection Superannuation Retirement Planning Financial Planning Investments Term Life Insurance Education Savings Buy Sell Agreements Strategic Financial Planning Life Insurance Insurance Pensions Wealth Disability Insurance Conversation Leadership Portfolio Management Small Business Social Networking Retirement Debt Consolidation Business Financial Advisory Key Person Insurance Financial Risk Investment Strategies Wealth Accumulation Securities Investment Advisory Asset Allocation Estate Planning Wealth Management Personal Finance Smsf Financial Services Funding Investment Management Finance

Max Pagnin Education Details

Frequently Asked Questions about Max Pagnin

What company does Max Pagnin work for?

Max Pagnin works for Khi Partners

What is Max Pagnin's role at the current company?

Max Pagnin's current role is Principal at Altura Financial Planning & Partner at KHI Partners.

What is Max Pagnin's email address?

Max Pagnin's email address is ma****@****.com.au

What schools did Max Pagnin attend?

Max Pagnin attended James Cook Boys' High School, University Of Technology Sydney.

What are some of Max Pagnin's interests?

Max Pagnin has interest in Children, Economic Empowerment, Soccer, Canyoning, Cycling, Poverty Alleviation, Disaster And Humanitarian Relief, Mountaineering, Health.

What skills is Max Pagnin known for?

Max Pagnin has skills like Income Protection, Superannuation, Retirement Planning, Financial Planning, Investments, Term Life Insurance, Education Savings, Buy Sell Agreements, Strategic Financial Planning, Life Insurance, Insurance, Pensions.

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