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Yves Schoof is Director and Principal Adviser at Maxim Private Office (and an authorised representative
of Apogee Financial Planning). He manages the financial affairs of Maxim’s clients, and helps them
determine goals and devise strategies to minimise risk and achieve financial freedom with more certainty.
Just as Maxim’s corporate business model revolves around honesty and transparency, so Yves’ greatest
professional satisfaction lies in helping people achieve tangible results that enrich their lives. “To build a
well-respected, sustainable business, you need to work hard every day, and deliver a high level of customer
service. You have to put your clients at the centre of everything you do”, says Yves.
He strives to be at the cutting-edge of his profession and to offer clients the best possible financial advice.
In 2013, Yves was awarded No. 2 Financial Adviser in Australia by the
AFR Smart Investor Masterclass in
Financial Planning.
Yves joined the WA Mining Club in 2012, and appreciates the quality of both events and speakers. He
enjoys learning more about the industry’s technical aspects, and networking with professional, driven people.
Most admired business leader:
Steve Jobs
Likes doing away from work:
Family time and practicing Zen Do Kai (martial arts)
Future goals:
Establish our company as the most well regarded advice firm in Perth
Preferred dinner guest:
Michael Jordan, one of my childhood heroes
Maxim Private Office assists executives
and professionals in the energy and
resources industry to gain clarity about
their financial position. The company
helps clients take control of their
finances to achieve financial freedom,
with more certainty and less risk, and
prioritise individual financial issues.
Started when the effect of the global
financial crisis was still evident and
investor/consumer confidence was at an
all time low, the principals saw this as
an ideal opportunity to make a difference
–
at a time when people needed
comprehensive financial advice the most.
Maxim Private Office has developed
specific Private Office processes,
which construct a personalised plan
through financial modelling. The team
designs strategies to reduce clients’ tax,
accelerate home loan repayments and
build on balance sheets. Through
a values-based approach, they assist
clients discover and confront their
goals, and put together a ‘roadmap’
to help them achieve their objectives.
The team also has unique expertise
in executive share schemes and other
employee benefit programs.
Maxim Private Office is Perth owned/
operated, with offices in Subiaco. Being
a boutique business, the company
understands the issues that resource
industry professionals face. It offers
a highly personalised service and
delivers complete, efficient solutions
to clients who are typically time-poor,
goal driven, passionate individuals
with financial complexity in their lives.
Fees are charged on a service-basis,
which gives clients confidence the
company has their best interests at heart.
Meet WAMC Member – Yves Schoof
MAXIMPRIVATE OFFICE
…
financial freedom through strategic planning
Yves Schoof has written a research paper on the financial issues affecting resource industry professionals.
This can be downloaded from
www.maximprivateoffice.com.au/Resources
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YOU
KNOW
DID
Contact:
Maxim Private Office
T: 08 9489 2590
E:
yves@maximgroup.com.au
www.maximprivateoffice.com.au