Our Services

Financial Planning / Investment Advice

Not all investment advisors are equal. At Maddern Private Wealth, we specialise in advising professional people who have achieved career success.

More Details

Investment Advice

Your investment portfolio is a living thing. At Maddern Private Wealth, we don't do "set and forget" investments.

More Details

Retirement and Lifestyle planning

Short-term thinking is the curse of the investment world. When investors don't have a long-term view, they make bad decisions.

More Details

Superannuation / SMSF

Superannuation is one of the largest single investments that anyone will make and it is an important, tax-effective investment vehicle.

More Details

Business advice

We offer the relevant corporate and business experience to help our clients make the best strategic decisions when it comes to their business.

More Details

Insurance

We are our own most valuable asset, yet it is remarkable how under-protected most people are.

More Details

Property

Property is an effective long-term investment and for many people forms the cornerstone of their portfolio.

More Details

Loans & leasing

Access to Australia’s largest supply of wholesale mortgages and provide a full spectrum of advice by providing residential, investment and commercial loans.

More Details

Independent Advice

We don't receive commissions or any other benefits from product manufacturers or institutions.

More Details

Putting it all together

As you can see, the range of services we offer is comprehensive.

However, we don't really think of what we do as a set of discrete services. Instead, we focus on working out a comprehensive financial strategy that ties together all your financial needs. Once we have a clear picture of where you want to be financially, the specific services you need will become obvious.

This integrated approach also extends to the accounting, taxation and business advice services we offer through our partner firm, Maddern Accounting.

Learn more about out Quality & Principles.

Ready for Maddern? Submit your details or phone (03) 9999 7200

'