- 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!
Get some wins on the board with effective business reporting Too often businesses fall short of their goals because they don’t understand how to acquire and interpret data. Some cling to outdated reports that don’t reflect the contemporary market. Some get bogged down in so much information that it becomes meaningless. And others don’t report at all, preferring to rely on instinct, or just roll with the punches.
The truth is it’s never been easier to create sophisticated reports on many different aspects of your business. If you’re wanting to improve your business health, it may be time to change or elevate your metrics. Read more
The truth is it’s never been easier to create sophisticated reports on many different aspects of your business. If you’re wanting to improve your business health, it may be time to change or elevate your metrics. Read more
Holiday on the horizon: maximising your break Whether you’re glued to your desk most days or have honed the work/life balance, we all need to take a break at some point. The end of the year is a great time to reflect on your achievements and recharge. But while December is when many of us are trying to wind down, it can also be a chaotic time, with holiday festivities filling up our calendars and mounting pressure to get everything done.
Here are some tips on how you can make the most of your upcoming break. Read more
Here are some tips on how you can make the most of your upcoming break. Read more
Unwrapping the joys and pitfalls of giving Christmas is a time of giving, when thoughts turn to family and to helping those less fortunate. To gift in a meaningful way that maximises the benefits, it’s important to consider tax.
While Australia doesn’t have a gift tax, there are tax considerations nonetheless for both the giver and the recipient.
Buying a toy for your grandchild is one thing but many parents wish to help their adult children or grandchildren with more substantial gifts such as a home deposit or a car. If you receive a Centrelink age pension now or are within five years of retiring, that “gift” will be counted as an asset and could affect your pension. Read more
While Australia doesn’t have a gift tax, there are tax considerations nonetheless for both the giver and the recipient.
Buying a toy for your grandchild is one thing but many parents wish to help their adult children or grandchildren with more substantial gifts such as a home deposit or a car. If you receive a Centrelink age pension now or are within five years of retiring, that “gift” will be counted as an asset and could affect your pension. Read more
Tax and the festive season As the festive season approaches it’s time to start thinking about celebrations and spending time with friends and family.
For most business owners, it also means it’s time to start thinking about saying thanks to your employees for another year of hard work.
But it’s important to be aware of the tax implications of any gifts and celebrations you provide, as the rules can be complex. Read more
For most business owners, it also means it’s time to start thinking about saying thanks to your employees for another year of hard work.
But it’s important to be aware of the tax implications of any gifts and celebrations you provide, as the rules can be complex. Read more