Us, professionally
As Client Relationship Manager at Just Us, Max supports the day-to-day client experience and helps ensure the smooth running of the business behind the scenes.
He plays an important role in keeping things organised, responsive and well coordinated for both clients and the wider team, helping ensure important details and processes continue moving efficiently.
Max has a strong interest in professional development and is currently working towards his Diploma in Regulated Financial Planning, reflecting his commitment to building his knowledge and continuing to grow within the profession.
He also takes a keen interest in financial markets, economic trends and the wider issues influencing clients’ financial lives and long-term decisions.
The personal side of Us
Outside work, Max enjoys travel and experiencing new places, particularly international city breaks and destinations that offer a different perspective and pace of life.
New Zealand remains a favourite for its culture, scenery and the contrast of landscapes packed into such a small part of the world.
He values reliability, good conversation and spending time with people who are thoughtful, open-minded and easy to be around.
Tell us what you need
Complete the form below and answer a few short questions, and someone from Just Us will be in touch soon to arrange a meeting.
This introductory call gives us the chance to understand your circumstances, explain how we work, and see whether we are the right fit for you.