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Independent Financial Advisers & Tax Accountants

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Independent Financial Advisers, Self Managed Superannuation Funds and Tax Accounting Services for Successful Professionals in Melbourne

Looking for financial advice Looking for taxation and accounting services

Independent Financial Advisor Services in Melbourne

Independent Financial Advisor Melbourne

Not all investment advisors are equal. We specialise in providing independent financial advisor services and property investment / general investment advice to professional people who have achieved career success or aspire to it.

If you have significant amounts of wealth to invest and protect – or you know you will have significant wealth down the road – you can choose our team with confidence.

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Independent Financial Advisor Melbourne

Self Managed Super (SMSF) Advice / Superannuation Melbourne

Considering a SMSF?

In Australia, there are over 1 million people who have made the step to control their own super and setup their own SMSF. The SMSF option is no flash in the pan; the SMSF sector now represents a combined SMSF asset value in excess of $550 billion. That's a lot of SMSF.

Learn More about SMSF
Self Managed Super (SMSF) Advice / Superannuation Melbourne

Tax Accountants in Melbourne

Tax Accountant Planning & Tax Advice

July 1 is too late to start thinking about last year's tax.

That's why we provide tax accountant services for high income earners and small business advice to get your tax accountant strategy in place as early as possible.

As part of our comprehensive tax accountant planning process, we make sure that any business or trust structures are as tax-effective as possible. 

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Tax Accountant Planning & Tax Advice

Tax Accountant Compliance

Properly prepared tax accountant services are not only crucial to meet your ASIC and ASX statutory reporting requirements, they also give you and other stakeholders in your business a crucial insight into your financial planning health and accounting performance.

We offer accounting and compliance services for any business size or structure.

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Tax Accountant Compliance

Testimonials

  • Maddern Financial 5
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    I am very impressed with the professionalism of Maddern Private Wealth. I found their website whilst browsing for a company to help with investments and mortgage and tax advice. Maddern Private Wealth and Maddern Accountants between them deal with all these issues and the staff I spoke to on the phone dealt with all my queries efficiently and knowledgeably and were extremely helpful. Highly recommend.

    Jenny M. - April 28, 2014 - View Review
  • Maddern Financial 5
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    I am a successful career woman. This year I decided to have a review of my Investment portfolio, including my Superannuation, and Insurances. I have found Maddern Private Wealth to be that Independent firm that I was seeking - their skills, size of firm, number of staff suited me. I can commend them to my friends, and colleagues.

    Loretta S. - May 16, 2014 - View Review
  • Maddern Financial 5
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    Maddern were friendly and easy to deal with when I needed financial advice and tax planning for a small business and investment property. Maddern showed they could apply their technical knowledge to practical situations, providing me with advice I acted upon to reduce my tax bill now and in the future.

    Andrew M. - April 24, 2014 - View Review
  • Maddern Financial 5
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    On their advice, we have also setup a Self Managed Super fund and purchased a wonderful property in Richmond through this. Their property package made it so easy - all we had to do was bid on the day and sign the paperwork, They arranged the finance, conveyancer, legal paperwork, and even took the cheque to the real estate agent for settlement.

    Ashleigh F. - May 16, 2014 - View Review
  • Maddern Financial 5
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    When I needed help planning my business growth, minimising tax and working out the best option for my super, Maddern Accountants provided all the information I needed to make the right decisions. They were patient in explaining the details and gave me a lot of extra tax minimisation strategies to use in future.

    Melinda S. - May 15, 2014 - View Review
  • Maddern Financial 5
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    I had an exceptionally easy and seamless transition from my previous accountant and advice firm, to the Maddern group. No query has been too great or too small for their accountants; and their careful tax planning put my husband and myself into a refund position for the first time in years. We have recently setup an SMSF, and the advice process was so clear and simple, and all the work was done for us and explained in a way that we understood.

    Anonymous. - April 15, 2014 - View Review
  • Maddern Financial 5
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    I became a client of Maddern Financial in 2014 for my SMSF. Very satisfied with everything so far especially the tax advice and high quality of client service. I will have to waite and see if the investment return of my SMSF meets its objective before I can comment on the financial advice of the firm and decide if it justifies the fees, which are a bit high. Overall, I am quite happy with this firm.

    Anonymous. - May 15, 2014 - View Review
  • Maddern Financial 4
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    Established our SMSF with the assistance and guidance of Maddern Financial Advisers Pty Ltd and found the experience a pleasant and informative, along with the regular information night which has kept us well informed of event in the industry.

    brendonc1 - May 3, 2014 - View Review
  • Maddern Financial 5
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    I have been a client of Maddern Financial Advisers since 2007. My family is now miles ahead in terms of growing a healthy SMSF and always maximizing our tax returns. Being 100% independent, Maddern Private Wealth and Maddern Accountants work with our interests front and centre; without exception. I am always treated as though I am a very important client and would describe their services as exemplary.

    Melanie H. - April 3, 2014 - View Review
  • Maddern Financial 4
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    Always treated as a valued client and accounting, impressive. We are so far ahead in our retirement planning than if we had stayed where we were. SMSF set up, the best advice we have had.

    Anonymous. - April 18, 2014 - View Review
  • Maddern Financial 5
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    We constantly get our EOFN completed by Maddern and it is always professional and on the quoted fee. We also have gained excellent insight into better ways to conduct business. Thank you!

    intensed - April 3, 2014 - View Review

Maddern Financial

Independent Financial Planning and Accounting Servicesfor Successful Professionals in Melbourne 4.8 11 11

A Financial Advisor & Accountant in Melbourne With a Safe Pair of Hands

If you're a successful professional, Maddern Financial Advisers and Maddern Accountant services exists for people like you to ensure your Financial Advisor Melbourne based team provides advice for you, not for them.

Unlike most Australian Financial Advisers and Accounting practices, we are not wholly or partly owned by a bank or other financial institution. We are 100% Independently owned and provide Investment advice in Melbourne, SMSF (Self Managed Superannuation Funds) investment opportunities, and have a Tax Accountant arm to our business to ensure continuity in everything we do.

This means your Financial Adviser or Accountant is under no pressure to recommend particular products or Self Managed Superannuation Funds (SMSF) to you.

Our Independent Financial Planners work on a strictly fee-for-service basis – we don't accept commissions or other benefits from product manufacturers. In other words, we don't serve two masters: when you become our client, we work for you and only you. Your Accountant stays with you also.

You can rest assured that the Financial and Accountant advice we provide is based on merit and comprehensive analysis.

Read more about why successful professionals belong with Maddern Financial Advisers and Maddern Accountants.

Talk to our expert financial advisor team & tax accountant strategists. It could be the best advice you ever get.

At Maddern Financial Advisers & Maddern Accountants, we don't try to be all things to all people. Instead, our boutique Financial Planner Melbourne firm specialises in helping successful professionals with serious lifelong wealth goals.

We want to be your financial planner Melbourne partners in wealth creation, so our approach is personal, specialised and long-term. We're also accredited specialists in Self Managed Super (Superannuation) Funds (SMSF).

We formulate tailor-made financial advisor strategies that optimise our clients' desires and circumstances; and we deliver absolute results.

Our financial advisor Melbourne team is unrivalled in the financial planning space for qualifications, experience, skills and innovation. We only select the best, so you know your wealth is supported by a safe pair of hands.

Find out more about our financial advisor team and our tax accounting team.

View Our Tax Accounting Services

Our financial advisor Melbourne services were designed to maximise your opportunities.

The range of financial planning Melbourne and investment advice Melbourne services that we offer to clients in Melbourne is comprehensive. Our private wealth services include:

  • 100% independent Financial Advice 
  • General Investment Advice
  • Property Investment Melbourne Advice
  • Retirement Planning
  • Self Managed Super (Superannuation) Funds (SMSF)
  • Business Tax Accountant Advice
  • Insurance Advice 

View our full range of financial planner melbourne and investment services.

Our specially designed tax accountant services include:

  • Tax accounting
  • Tax planning
  • Tax returns
  • Investment property tax returns
  • Business compliance
  • Self Managed Super Fund (SMSF) compliance, admin & tax
  • SMSF property purchase assistance

View our full range tax accounting services.

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Melbourne's SMSF specialists belong at Maddern Financial Advisers.

Whether you're looking to set up a SMSF or transfer SMSF into a financial advisor Melbourne firm with an established SMSF track record of Self Managed Super excellence, we will help you optimise your SMSF. And if you don't have a SMSF, you can talk to us about whether a SMSF is the right choice for you.

Many of our clients tell us that they choose a SMSF because there is:

  • Increased investment choice and flexibility including Direct shares & Property
  • Increased personal control over your major asset - superannuation
  • The ability to leverage/borrow within your SMSF & buy further assets.

We manage hundreds of SMSFs for both tax compliance, tax accountant strategy and property investment Melbourne management. We are considered the financial advisor Melbourne experts for DIY SMSF members, particularly in the area of SMSF property ownership. Through our firm, you can also meet with an independent financial planner Melbourne for advice on the investments indside your Self Managed Super (SMSF).

The Self Managed Super (SMSF) Experts in Melbourne

We provide exceptional tailored financial and accountant services to ensure your tax obligations and risk decrease where possible while increasing your property investment portfolio and opportunties.

Are you looking for:

  • An accountant for Doctors in Melbourne?
  • An accountant for Aviation roles and Pilots in Melbourne?
  • An accountant for sport professionals in Melbourne?
  • An accountant for Dentists in Melbourne?
  • An accountant for small business owners in Melbourne?
  • An accountant to set up your self managed super fund (SMSF) in Melbourne?

 

A Maddern Accountant provides a whole range of specialised services. Our accountant team are experts in this field and are available to discuss your enquiry with you when it suits you.

  • An accountant should provide you with peace of mind.
  • An accountant should give you good advice on your structure and recommend ideas to minimise tax.
  • An accountant will comply with the law and ensure you pay the tax you need to without cutting corners or being deceptive.
  • An accountant should help you when things are going well and when they are not going well.
  • An accountant will suggest better ways to manage your money.
  • An accountant should understand what your goals are personally or within your business to provide accurate accountant services.
  • An accountant should meet with you and your team to locate better ways to manage your budget.
  • An accountant should flag any unusual spending and show you ways to spend/save money better.

 

If you would like to learn more about how best to manage your wealth, our financial planning Melbourne based team can also assist.

The Clients We Service