Financial Planning & Investment AdviceSuperannuationInsurance Loans & LeasingRetirement PlanningCorporate AdviceAccounting

 

MFA News & Events

Maddern Financial Advisers P/L is offering the following free seminars in 2009:

Tuesday, 1 September Tax Effective Investments
Being a smart Investor in uncertain economic times.
Tuesday, 15 September Self Managed Super Funds
Increase your wealth potential and grow your portfolio - Leveraged strategies within your SMSF.
Tuesday, 29 September Self Managed Super Funds
Building your wealth through a SMSF environment.
Property purchase - share purchase.
Tuesday, 27 October Estate Planning for your Family
Tuesday, 24 November Tax Effective Investments
At mid-year.

All Seminars will be personally conducted by: Dr. Dennis J. Maddern B.Sc., M.A., Ph.D, ADFS (FP)., FChFP., SSA™.

Delicious light refreshments supplied!

RSVP’s are essential and you are invited to bring a friend along.

Please contact the office on 03 9832 0913 and speak to Alida Chase or email if you wish to attend.

FChFP

 

 

Investor Insight Newsletter

PDF downloadAutumn 2008 (635KB PDF)

  • Budget Breaks & Benefits by Dr. Dennis J. Maddern
  • MFA Investor Briefings by Alida Chase
  • New MFA Team Members
  • Taming Your Tax by Lisa Morgan

PDF downloadSummer 2008 (885KB PDF)

  • Turning on a Super Income Stream by Dr. Dennis J. Maddern
  • MFA Investor Briefings by Alida Chase
  • New MFA Team Members
  • Keeping Tabs on your Income by Lisa Morgan

PDF downloadSpring 2007 (461KB PDF)

  • Stay Calm & On Course by Dr. Dennis J. Maddern
  • MFA Investor Briefings by Alida Chase
  • Meet the Team - Michael Portelli
  • Taking Control - Self- Managed Super by Dr. Dennis J. Maddern
  • Spring - Time to Check Your Activities by Lisa Morgan

PDF downloadWinter 2007 (524KB PDF)

  • MFA Accounting Launch by Dr. Dennis J. Maddern
  • Investor Briefings by Alida Chase
  • Super Protection Just Got Better by Lisa Morgan
  • Make Living Less of a Risky Business by Zach J. Maddern

PDF downloadAutumn 2007 (665KB PDF)

  • Super Opportunity by Dr. Dennis J. Maddern
  • Investor Briefings by Alida Chase
  • Time to Take Tax Seriously - NOW by Lisa Morgan
  • Outsourcing Employer Super - Why it makes Sense by Mark Maddern

 

 

Get Acrobat Reader