If you're a successful professional, Maddern Private Wealth can help you enjoy that success for the rest of your life. We exist for people like you. Our clients trust us because we know what successful people need from a financial adviser; because we're recognised leaders in our field; because we're completely independent; and because we listen before we act.
Experience helping successful professionals
As a successful professional, it's unlikely that your financial needs are simple. You may be earning a healthy salary, but with little career security. You may need to structure business and personal finances around complex tax considerations. You may be looking at setting up a self-managed superannuation fund (SMSF) to maximise your post-retirement income.
Maddern Private Wealth is in the business of helping people with complex needs like yours. Unlike the average "high street" financial planner, most of our clients are highly successful individuals. We have long experience helping people protect and grow substantial wealth. Our clients aren't just looking for basic financial security, but for continuing prosperity.
We also know that people in different professions tend to have different problems to solve. For example:
- Health professionals need to plan around critical points of career advancement and income growth.
- Aviation professionals need to protect their income against the possibility of sudden interruption.
- Sports professionals need to start planning at a young age, while their earning capacity is at its peak.
- Small and medium business owners need to grow personal wealth by building profitable businesses.
Because we already have numerous clients from each of these professions, we know how to address their particular needs and challenges. (Find out more).
Recognised leaders in financial advice
Our founder, Dr Dennis J. Maddern, is one of Australia's most broadly experienced financial advisers. Dennis Maddern:
- has had a distinguished academic and business career;
- has held senior management positions in international companies like Eastman Kodak;
- is in high demand as a financial commentator and speaker [link: Maddern Perspectives];
- was named Financial Adviser of the Year by the Association of Independently Owned Financial Planners (AIOFP).
Dennis has built a team of like-minded financial advisers with a breadth of knowledge and experience to match and complement his own. As a client of Maddern Private Wealth, you'll have access to the best financial advice available anywhere.
Independent ownership means unbiased advice
Did you know that most large financial planning firms and "private banking" services are fully or partially owned by banks or other financial institutions? Maddern Financial Services is different. We're 100% independently owned so we're answerable only to you. We don't accept commissions and we use only independent research.
Because of our demonstrated independence and expertise, we were the first financial planners in Australia to qualify as Certified Financial Strategists. Find out more about what this means for you.
Our approach: listen first, act second
All the expertise in the world would mean nothing if we weren't able to tailor our advice to your specific needs. That's why our approach is built around relationships. Before we make any recommendations, we find out about the risks that worry you; about the opportunities that excite you; about where you want to be in ten, twenty, thirty years' time.
Once we have a sense of your situation, your tolerance for risk, and your wealth and lifestyle goals, we start working on a personalised financial strategy. Because we offer a complete range of financial services, that strategy might include help with investments, superannuation, insurance, property, or loans. Through Maddern Accounting, we can also take care of your tax and business needs. And we'll be here for as long as you need us.
If you'd like to know more about how we can help you, contact us for a no-obligation consultation.
