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Maxim Advisors

Maxim Advisors

4.9(10 reviews)See reviews ↓·Newcastle

About the company

Maxim Advisors is a locally owned accounting firm trading as Maxim Business Advisors, with its legal entity Formax Advisors Pty Limited. The firm is Hunter-first and has staff across New South Wales, Queensland and Victoria. It works best with small to medium businesses led by one or more directors, and does not typically serve individuals seeking individual tax returns, general accounting or bookkeeping. Services include financial analysis and forecasting, cost analysis, profitability projections, strategic planning, strategy sessions, succession planning, estate planning, business valuations, board and management advisory, business health check, mergers and acquisitions, finance submissions, compliance services, and tax reporting and planning.

The firm employs trainee accountants, senior accountants, client service coordinators, intermediate accountants, bookkeepers, and support staff. It offers flexible working options including flexible hours, hybrid work, part-time or reduced hours, and a monthly RDO, and provides free healthy lunches every day. It also offers an employee assistance program and a professional development framework called RISE (Reflect, Improve, Shine, Excel). Its liability is limited by a scheme approved under Professional Standards Legislation.

What customers say

Based on genuine customer reviews

Business advisory and accounting services anchor the work that clients describe in their feedback, and the consistent thread is the extent of involvement the team brings. Reviewers repeatedly note that guidance reaches past compliance into tax planning, projections, structuring and process improvement, with the firm functioning as a sounding board across start-up, growth and periods of change.

Named advisers including Ross, Warwick, Damien, Chris, Steve, Bruce and Kellie are singled out for technical knowledge and for investing time in understanding each operation rather than applying a template. Dependability and responsiveness feature strongly, with clients calling the team prompt, professional and readily available when questions arise. A theme running through the feedback is the proactive spotting of opportunities and risks, an approach credited with uncovering savings and giving owners confidence in significant decisions.

Founders and longer-established operators alike mention support from concept through to ongoing strategy, while the broader team, reception included, is described as welcoming and straightforward to deal with. Meticulous attention to detail and clear communication run through both long-standing relationships and newer engagements, with advisory work, planning and structuring cited most frequently. That blend of technical capability and authentic personal interest in client outcomes is the note reviewers return to.

AccountantBusiness serviceBusiness to business service
Maxim Advisors — Customer photo

Reviews

Reviews are taken from publicly available sources.

KB
Kallan Bragg3 December 2024

Chris and Damian are an absolute pleasure to deal with. Prompt, professional. Highly recommend

KT
Kaine Tarlinton28 November 2023

Steve has been my trusted advisor for several years. His external perspective enables him to quickly identify real challenges and opportunities, and his intuitive thinking and clarity have been invaluable to me. He understands me on a personal level and has been instrumental in helping me achieve both my business and personal goals. I highly recommend him and the Maxim team

VH
Vanessa Hewitt28 November 2023

“Damien and Chris have been monumental since the inception of our business 2 years ago and have assisted us throughout the entire process from start-up to the ongoing strategy of growing our business. The attention to detail, delivery of pre-tax planning and provision of business projections, leaves us feeling confident in our business decisions and allows us to focus on achieving our goals. In addition to this, Maxim as a whole provides a relaxed and comfortable environment supporting women in business.”

AJ
Andrew Joynson12 November 2018

Simply Effective Solutions is a consulting and software development start-up. We’ve been in business for four years and Ross and Warwick have been with us from concept through to where we are now. I’ve used business accountants in the past and at first I wasn’t sure about the value of using a full-service business advisory group, but I’m so glad we did. The knowledge and experience Ross and Warwick bring to the table has been excellent. From structuring our business the right way, through the pains and pitfalls of starting up and now into our growth phase, we would have been lost without them. Their help at the formation stage about how to structure our business was invaluable and we wouldn’t have been able to make it this far without that counsel. As well as business advice, the financial services at Forsythes have been first class. I know that they can continue to deliver the services we need as we continue to grow and Ross, Warwick and the team will remain a key part of the Simply Effective Solutions business. Andrew Joynson Business Analyst | Founder Simply Effective Solutions

LD
Lindsay Dynan23 January 2018

We have relied upon Forsythes to provide us with professional finance services and guidance for over 20 years. Throughout our working relationship our business has undergone significant growth and change. Forsythes have taken the time to understand our business along the way. We have built an authentic working relationship; enabling Forsythes to not only respond to our requests but more importantly be proactive in identifying opportunities for business improvement. Accurate, appropriate and timely responses from Forsythes enables us to focus on our core business with confidence.

SR
Sam Roberts13 October 2016

Congratulations to Ross, Kellie, Warwick and all the team. Your refreshing and proactive approach will no doubt be the envy of your competitors. The insightful and complimentary business services that you can now deliver thanks to Ross Holding's considerable experience is awesome.

NR
Natalie robertson9 June 2016

A gentleman named Bruce is nothing short of a legend. From the receptionist who was lovely and kind to the accountant himself the whole experience was 10/10 will recommend.

Accountants in Newcastle compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Newcastle are compared.

RankProviderRatingReviewsOpen Sat.
1Eagle Financial Business Accountants★ 5,081No
2Kindred Accounting★ 5,067No
3HUB Advisory Group★ 5,018No
4SiDCOR Chartered Accountants★ 5,07No
5Newcastle Business Accountants★ 5,03No
6Maxim Advisors (this page)★ 4,910No
Contact
+61249251000maximadvisors.com.auSte 401, Level 4/45 Watt St, Newcastle NSW 2300
Working hours
Monday08:00–17:00
Tuesday08:00–17:00
Wednesday08:00–17:00
Thursday08:00–17:00
Friday08:00–17:00
SaturdayClosed
SundayClosed