Max Pagnin

Max Pagnin

Partner, Financial Planning

About Max Pagnin

As no two clients are the same, needs vary. Max works within your budget to devise a cost-effective plan which is tailored to your particular circumstances, your personal aspirations and your dreams too.

Many people these days are too busy making money but don’t have the time to think about how to make the best use of the money that they earn. Do you buy an investment property or shares? Put extra money on your home loan or into your super?

Max works with clients of KHI Partners to help them grow wealth and plan for the future. He can also help put in place a robust safety net to protect you and your family should disaster strike in the form of an accident, serious illness or untimely death.

His passion for helping people is what led Max into the financial planning industry, following six years as an accountant for one of Sydney’s leading private schools. In his 18 years as a financial planner he’s been able to assist a wide variety of people, from everyday mums and dads, to senior executives, property investors, and small business owners.

Max loves working with genuine people who appreciate the importance of honesty and independence in the advice process, and always seeks to form a long-term business relationship built on mutual trust and respect, rather than handling just a one-off transaction. His greatest satisfaction is seeing his clients achieve their long-term goals, knowing that he has made a positive difference in their lives.

His main areas of specialisation include:

  • Wealth creation
  • Retirement planning
  • Superannuation
  • Debt reduction strategies
  • Personal and family protection
  • Key person and business protection.