A safe pair of hands

I am very impressed with the professionalism of Maddern Financial Advisers. I found their website whilst browsing for a company to help with investments and mortgage and tax advice. Between Dennis and the accountants, they dealt with all of my issues and the staff I spoke to on the phone dealt with all my queries efficiently and knowledgeably and were extremely helpful. Highly recommend.

I am a successful career woman. This year I decided to have a review of my Investment portfolio, including my Superannuation, and Insurances. I have found Maddern Financial Advisers to be that independent firm that I was seeking - their skills, size of firm, number of staff suited me. I can recommend them to my friends, and colleagues.

Maddern were friendly and easy to deal with when I needed financial advice and tax planning for a small business and investment property. Maddern showed they could apply their technical knowledge to practical situations, providing me with advice I acted upon to reduce my tax bill now and in the future.

On their advice, we have also setup a Self Managed Super fund and purchased a wonderful property in Richmond through this. Their property package made it so easy - all we had to do was bid on the day and sign the paperwork, They arranged the finance, conveyancer, legal paperwork, and even took the cheque to the real estate agent for settlement.

When I needed help planning my business growth, minimising tax and working out the best option for my super, Maddern Accountants provided all the information I needed to make the right decisions. They were patient in explaining the details and gave me a lot of extra tax minimisation strategies to use in future.

I had an exceptionally easy and seamless transition from my previous accountant and advice firm, to the Maddern group. No query has been too great or too small for their accountants; and their careful tax planning put my husband and myself into a refund position for the first time in years. We have recently setup an SMSF, and the advice process was so clear and simple, and all the work was done for us and explained in a way that we understood.

I became a client of Maddern Financial in 2014 for my SMSF. Very satisfied with everything so far especially the tax advice and high quality of client service. I will have to waite and see if the investment return of my SMSF meets its objective before I can comment on the financial advice of the firm and decide if it justifies the fees, which are a bit high. Overall, I am quite happy with this firm.

Established our SMSF with the assistance and guidance of Maddern Financial Advisers Pty Ltd and found the experience a pleasant and informative, along with the regular information night which has kept us well informed of event in the industry.

I have been a client of Maddern Financial Advisers since 2007. My family is now miles ahead in terms of growing a healthy SMSF and always maximizing our tax returns. Being 100% independent, Maddern Financial Advisers work with our interests front and centre; without exception. I am always treated as though I am a very important client and would describe their services as exemplary.

Always treated as a valued client and accounting, impressive. We are so far ahead in our retirement planning than if we had stayed where we were. SMSF set up, the best advice we have had.

We constantly get our EOFN completed by Maddern and it is always professional and on the quoted fee. We also have gained excellent insight into better ways to conduct business. Thank you!

Lisa has been my accountant for 8 years and i can not fault her. Dennis has been the financial planner for myself and my mother for many years as well. During the Covid crisis they have been invaluable and i truly appreciate all their efforts to help me as a self employed person. My SMSF has helped me in many ways as well during this time. Thank you to the team and I can recommend highly to all.

My family and I have trusted Dennis and Lisa going on three years. Whenever I call, their team are so responsive and caring. Dennis is highly committed and knowledgeable about the markets and Lisa is my go to for all accounting queries.
They have worked with both myself and my parents in making the best financial decisions. These are two wonderful people of upright character. A wonderful long-term advisor that I plan to invest with for the long run!