Overview
Not all investment advisors are equal. At Maddern Private Wealth, we specialise in advising 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 Maddern with confidence. Many of our clients have millions of dollars entrusted to our care.
A strategy tailored for you
At Maddern, we really get to know our clients. The wealthier you become, the less a standard "vanilla" solution will work for you. Your personal investment advisor will develop a detailed understanding of your situation, your short-term and long-term goals, your tolerance for risk and your investment preferences. Based on that understanding, we'll integrate investments, tax-effective strategies, superannuation, insurance, retirement and succession planning in a coherent, detailed financial strategy.
Regular reviews and constant support
After we put your financial strategy into action, we review your investment portfolio regularly. You can also review your portfolio yourself, whenever you choose, using our state-of-the-art online portfolio service. Personal clients receive a detailed face-to-face annual review at least once a year, but your advisor is always available when you need advice and support: just pick up the phone.
Why Maddern Private Wealth?
- We're independently owned, so we're not under pressure to recommend any institution's products.
- We have the education and experience to recommend the best products for your needs from across the investment spectrum, backed up by independent filtered research.
- We emphasise direct share market investment, meaning you're not paying extra fees to invest in third-party managed funds.
- We charge on a fee for service basis, so what you pay for our advice is completely transparent.
- You'll have a one-on-one relationship with a personal investment advisor, who works closely with your accountant and administrator.
