Property

Overview

For most of our clients, a balanced investment portfolio will include at least some property. We all know that the property market in Australia – especially Melbourne – has seen amazing growth in recent years, are there's every sign that over the long term, property will continue to be an extremely solid investment. At Maddern Private Wealth, we help you make the right choice when investing in property.

Prestigious partners

Our property service is a joint venture with a number of prestigious Melbourne property firms. Together with our partners, we help clients identify high quality property investment opportunities. Our focus is on premium residential property in Melbourne – still a uniquely fertile source of opportunity for investors.

Our role

Maddern Private Wealth doesn't act as the real estate agent. Our role is to provide cash flow analysis, tax advice on the appropriate purchasing structure, and an overall investment strategy. We also manage the rent roll.  Once we understand your needs, one of our partner firms will help you select the properties that best fit your strategy.

Why Maddern Private Wealth?

  • We integrate property investment with an overall investment strategy, bringing balance to your portfolio.
  • We're 100% independent, so our advice is based on sound analysis of the best opportunities. We don't receive commissions from property developers.
  • Our partners are some of Melbourne's most trusted property firms.

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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