Business advice

Overview

If you're a small or medium business owner, your business and your life are one and the same thing. You don't leave your job behind at the end of the day, and your personal financial success depends entirely on the success of your business. That's why you need a financial adviser who understands business from the inside, and can make recommendations that take both business and personal interests into account.

Experience running successful businesses

Our Founder Dennis Maddern has over 20 years of senior management experience in some of the world's leading companies. He has turned around the fortunes of underperforming businesses, including a $600 million Australian company where, as General Manager, he led the company to a 30% increase in profit in 12 months. When it comes to business challenges, Dennis has been there in the trenches.

Advice and accounting under one roof

Maddern Private Wealth will work alongside our partner firm, Maddern Accounting, to help you grow a healthy, secure and profitable business. We can advise on everything from company structure, taxation and insurance to exit strategy and succession planning. A profitable business means a prosperous future – we can help you make it happen. 

Why Maddern Private Wealth?

  • With a background managing successful companies, we have the expertise to help you run a strong, profitable business.
  • Small and medium business owners make up a large percentage of our clients, so whatever issues you're facing, we've helped people overcome them before.
  • Your financial advisor and your accountant work side by side to ensure that your personal and business goals are aligned.
  • We're independently owned, so you can be confident the advice we give you is free of bias.
  • We'll build a long-term relationship with you and your business – successful businesses take time to grow, and we're with you for the long haul.

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.

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Investment Advice

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

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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.

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Superannuation / SMSF

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

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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.

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Insurance

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

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Property

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

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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.

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Independent Advice

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

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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

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