The principal of Altura Financial Planning, Max Pagnin, has been in the financial planning industry since 2001, preceded by 7 years as an accountant. Max is a current member of CPA Australia and holds a Bachelor of Business degree from UTS, as well as the Advanced Diploma in Financial Services. Max is passionate about helping people from all walks of life to achieve their financial goals. His diverse client base reflects his expertise in insurance, investments, superannuation and retirement planning. Max has a passion for the outdoors and enjoys activities such as hiking, camping, canyoning, mountaineering, soccer and keeping fit. He also supports a number of local and international children’s charities on a regular basis.
Gaurav is a key member of our team who provides ongoing service to both new and existing clients, including client reviews, personal insurance quotes and comparisons, marketing, general administration support and paraplanning.
Gaurav enjoys playing football, video games and spending time with his mates, and if he’s not doing any of these he’ll be relaxing at one of the many beautiful beaches that Sydney has to offer!
Paul Partoza – Client Service Officer
Paul provides invaluable assistance as a team member of Ronin Financial Services and is based in our Philippines office in Cebu. He manages the processing of client applications, portfolio switches and client reviews, and is also responsible for client database management.
Paul enjoys playing the guitar with his band and spending time with family and friends. He also enjoys keeping fit and training in Filipino martial arts.
My wife and I utilised Max’s services to review our life insurance policies, with particular respect to addressing an exclusion clause. Max spent significant time searching for the best possible solution and came up with a proposition that affordably met our requirements. I would not have been able to achieve this using one of those on-line insurance quote generators. Max did his utmost to get us the best deal and I would recommend him to anyone who is seriously looking to review their life insurance options.
Thanks Max for all your help with my new Life and Income Protection Policy. Not only have I got a better policy but a better premium as well. You answered all my questions and nothing was too much trouble. A pleasure dealing with you.
Insurance and the complexities of organising it has been made easy by Altura. Thanks Max for a painless process to organise what is an important aspect of any working person’s life. I have a great product within the price boundaries I gave and have the confidence that if I ever needed to claim, I have the full support of Altura to manage me through the process.
Max and Altura recently reviewed my superannuation and personal insurance circumstances. Upon reviewing my existing arrangements and analysing my personal needs, Max was able to outline a more cost-effective plan that saved money and was thereby likely to increase my return over time without compromising my personal coer. Max also took the time to make the process painless and simple and accommodate my busy schedule. Max is a true representative of customer service and operates a highly professional operation.
Max really took the time to understand my families needs and found a solution & cover that matched our situation and budget. His expertise, integrity and attention to detail were outstanding. He patiently followed up and answered each and every question with confidence and authenticity. I only wish all professionals conducted business in this manner. I can recommend Max to you enthusiastically and without reservation.
Max Pagnin from Altura Financial Planning provides outstanding knowledge and integrity in the field of personal insurance and income protection. Thanks to Max and Altura, my family was able to save over $5000 per annum on tax minimisation and through his detailed knowledge and support of my family’s needs for protecting our incomes, and the future of our children I can not thank Max enough, and highly recommend him to my entire network of family, friends and associates.
Max made a quite complex and daunting financial situation straightforward simple and not time consuming. Whilst finding me the best products and keeping my costs at a minimum, but with value, he stepped me through multiple options and was personable, friendly and punctual wiht good follow up.