Prestigious awards program names Maddern Financial a finalist
Maddern Financial Advisers have been named a finalist in the Independent Financial Adviser Excellence Awards for 2015. The Melbourne financial firm has been named a finalist in the Group Awards (Boutique Group of the Year) and Individual Awards (SMSF Adviser of the Year), among 67 finalists of Australia’s best non-aligned financial advice practitioners and businesses […]
Growing retiree numbers highlight the importance of using retirement planning tools: ASFA Retirement
ASFA released the December Quarter Retirement Standard last week, and it was no surprise to learn that older couples wanting to live a comfortable retirement will need to spend $58,364 per year, up 0.1 per cent on the previous quarter. With the Intergenerational Report illustrating an increase in the number of retirees and predicting people […]
How do I go about making a financial plan to achieve my lifestyle goals?
Financial planning is simply a process designed to help you achieve your lifestyle objectives, by putting in place the necessary financial strategies and goals. As with any process, there are a number of steps that need to be followed in order to achieve the desired result: Understanding where you are right now Firstly we need […]
Why independent financial advice is the best choice for successful professionals in Melbourne
With the average net worth of Australians growing beyond any levels we have previously experienced, higher income opportunities available to many and property prices in many capital cities growing at astronomical rates, it is more important than ever to seek the right financial advice. The right kind of advice can positively impact on so many […]
Maddern Accountants – July Newsletter
Welcome to the 2015 Financial Year; we hope it is a prosperous year for you and your finances. In this months’ newsletter, we will cover a variety of interesting topics. Many of you will have at least heard of Bitcoin, and some may have even used the new digital currency. Bitcoin looks set to revolutionise […]
How do successful people start their day? An interesting insight
There has been much media focus recently on the habits of highly successful people. Articles have featured in the New York Times, the Economist and the Wall Street journal, questioning the über successful on just how they start their day. Founder & Executive Chairman Dr. Dennis J. Maddern was recently interviewed by The New Daily, on […]
Highlight of last nights Federal Budget – How does it impact you?
Major changes include Super contributions cap increased Super tax for high earners increased Baby Bonus abolished Income tax cuts on hold Medicare levy increased Childcare rebate frozen Superannuation The budget essentially confirmed previous superannuation announcements and in some areas provided additional clarification. The key measures previously announced include: Concessional contributions cap increased to $35,000 As […]
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 […]
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 […]
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 […]