Financial Planning

We have been shortlisted for an incredible award – and we need YOUR help!
We have been shortlisted for an incredible award – and we need YOUR help! We are thrilled to announce  to our clients, colleagues and friends that our Maddern TV video channel has been shortlisted for an incredible award; the MAX: Marketing, Advertising and Sales Excellence Awards, which shines a spotlight on the achievers and innovators in the field of marketing and sales within the Australian financial services industry. https://www.maddernfinancial.com.au/private_wealth/tv#.U3GS1vmSzwo […]
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ABC program highlights the key difference between bank financial planning and boutique financial pla
ABC program highlights the key difference between bank financial planning and boutique financial pla Those of you who viewed the Four Corners program “Banking Bad” last Monday night would be rightly horrified at the product-focused culture exposed within one major Australian banks’ financial planning arm. One journalist commented that “Every time the light is shed on this organisation, it seems, it spots a cockroach scuttling away to the safety […]
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Dr. Dennis J. Maddern featured in ‘IFA’ magazine for valuable industry commentary
Dr. Dennis J. Maddern featured in ‘IFA’ magazine for valuable industry commentary Dr. Dennis J. Maddern; Founder & Executive Chairman of Maddern Private Wealth and Maddern Financial Advisers, was honoured to be asked to provide valuable commentary in the nationally distributed financial magazine ‘IFA’. Dennis affirmed his opinion on an issue that he is particularly passionate about; ensuring that all clients have full disclosure of financial planning business ownership and licence. He believes that is absolutely essential that a […]
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Man looking at his investment portfolio on computer and phone
Welcome to 2014 – what now for investors? I welcome you and your family to 2014, I hope this will be a prosperous year for all investors. 2013 was the best year for share market growth since 2009. The years 2012, & 2013 were good years for Investors, particularly those who have taken advantage of Dollar Cost Averaging (DCA). In January ’13, the S&P/ASX 200 […] Read more
How much work is an SMSF?
How much work is an SMSF? The number one enquiry I deal with in our Private Wealth area on a daily basis from new potential clients is; “How much work is an SMSF going to be for me?” With the ATO rules changing towards borrowing arrangements inside superannuation, investors becoming more educated, the media highlighting constantly the benefits and pitfalls along […]
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