Private wealth management for successful professionals

At Maddern Private Wealth, we don't try to be all things to all people. Instead, our boutique Melbourne firm specialises in helping successful professionals with serious lifelong wealth goals. We want to be your partners in wealth creation, so our approach is personal, specialised and long-term. We're accredited specialists in self-managed superannuation funds (SMSF), and we also offer accounting services. We hold our own Australian Financial Services Licence ( AFSL ). AFSL:332556

Recognised leaders in financial advice

Maddern Private Wealth are recognised leaders among Australian financial planners. Our founder Dennis Maddern is in regular demand as a media and corporate speaker on financial matters. Because of our demonstrated expertise, we hold the elite designations of Certified Financial Strategist and Chartered Financial Practitioner. We were named Financial Adviser of the Year in 2010 by the Association of Independently Owned Financial Planners.

100% independent advice

Unlike most Australian financial planners, Maddern Private Wealth isn't wholly or partly owned by a bank or other financial institution. This means we're under no pressure to recommend particular products. We 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.

Learn more about out Quality & Principles.

Centres of excellence in health, aviation, sport, small-medium business

We're happy to help any successful or ambitious professional person to reach their wealth and lifestyle goals. However, over the years, we've developed particular specialties in four professional areas with very specific financial needs. If you're a doctor or other health professional, a pilot or aviation professional, a sporting professional, or a small-medium business owner, you belong with us. We have many other clients like you, so we're familiar with the issues you face and well-equipped to help you find solutions.

A winning team

Our founder Dennis Maddern leads a team of advisers and administrators with unrivalled qualifications and experience. Find out more.

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