- About
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Why Maddern Financial Advisers?
If you own a small or medium business, or you’ve built a successful career, you belong with Maddern Financial Advisers.
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Our
Leadership TeamA true power of wealth and accounting experience - working together to maximise our output for you and your family.
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Maddern Financial
Money Talk PodcastJoin our financial experts as they discuss strategies for achieving financial goals and navigating complex accounting challenges.
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- Services
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Independent
Financial AdviceAustralia’s first Certified Financial Strategists. MFA has had to pass rigorous tests for our independence.
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Investment
AdviceIndependent financial planning and investment advice to professional people.
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Retirement
StrategiesThe range of services we offer to clients in Melbourne is comprehensive.
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Self Managed Super Funds (SMSF)
Considering a Self Managed Superannuation Fund (SMSF)?
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Insurance
AdviceSound financial strategy has to include preparing for things you hope will never happen.
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Business
AdviceIf you own a small or medium business, or you’ve built a successful career, you belong with Maddern Financial Advisers.
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Tax Planning
and AdviceComprehensive understanding of the unique financial needs of small to medium sized business.
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Loans Leasing
& Mortgage BrokingLoans and Leasing Advice for Clients in Melbourne
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- Industry Sectors
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Our
ClientsIf you need specialised advice on issues like long-term tax planning, capital gains tax, or self-managed super funds.
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Financial and accounting advice for Doctors
Specialised Financial and Accounting Advice for Doctors and Medical Professionals.
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Self-Managed Superannuation Funds
If you have a self-managed super fund (SMSF) or are thinking of creating one.
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Financial and accounting advice for Dentists
Meeting the Unique Needs of Melbourne Dentists and Dental Professionals.
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Financial and accounting advice for Pilots and Aviation
At Maddern Financial Advisers in Melbourne, many of our clients are pilots and aviation professionals like you.
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Financial Advice for Sports Professionals
Your sporting career won’t last forever. With help from Maddern Financial Advisers, your wealth will.
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Financial and accounting advice for Business Owners
Comprehensive understanding of the unique financial needs of small to medium sized business.
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Be ahead
of the news
Here for success
Get your financial world on track with our latest thoughts, ideas & helpful tips. Check out our weekly blogs!
A trusted investment vehicle Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit from having one.
Despite their appeal, they are not for everyone. Indeed, it is suggested that if your assets are less than $300,000, and that is not counting your super, then it may well not be worth your while.
But for those with sufficient assets, a family trust can be an effective way to protect your family’s assets and limit your tax liability at the same time. So how do they work? Read more
Despite their appeal, they are not for everyone. Indeed, it is suggested that if your assets are less than $300,000, and that is not counting your super, then it may well not be worth your while.
But for those with sufficient assets, a family trust can be an effective way to protect your family’s assets and limit your tax liability at the same time. So how do they work? Read more
What if I exceed my super contribution caps? Making additional personal contributions to superannuation is a great way to boost your retirement savings in a tax-effective way. But there are strict caps or limits on the amount you can contribute each year and stiff tax penalties for exceeding the limits. Read more
What’s up with inflation? Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent. Yet despite market rumblings, the Reserve Bank of Australia (RBA) appears quite comfortable about the outlook. Read more