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 […]
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 […]
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 […]