Blog – Maddern Financial Advisers

Be ahead of the news in accounting, private wealth and finance

Australian growth resilient in tough times

Australian growth resilient in tough times

Team Maddern
01/Jul/2016
‘Resilient’ is perhaps the best way to sum up Australia’s economic performance over the past 12 months. That was the word used by Standard and Poor’s director of sovereign ratings, Craig Michaels, when confirming Australia’s AAA credit rating in mid-June.Australia’s strong performance is even more remarkable in a year characterised by ongoing uncertainty and volatility […]
Beware of Superannuation Scams

Beware of Superannuation Scams

Team Maddern
27/Oct/2015
We keep hearing from the media that money scammers are becoming more and more crafty. Both the ‘bank fee refund’ and the ‘ATO debt collection’ scams have garnered significant attention recently as a result of the sophisticated techniques and powers of persuasion used on unsuspecting victims. Superannuation scammers have been around for many years in various forms, and […]
How the financial system inquiry will impact you

How the financial system inquiry will impact you

Team Maddern
22/Oct/2015
On Tuesday, confirmation of the outcome of the most substantive review of the financial system in over twenty years was delivered by the Prime Minister and Treasurer. There are a few key policies which will impact almost every adult in Australia in some capacity or another. Our analysis on those that we think will have the […]
Risk-cautious Generation X women mimicking retirees

Risk-cautious Generation X women mimicking retirees

Team Maddern
07/Sep/2015
Generation X women are mimicking the risk-cautious investment habits of retirees in a problematic trend given they’re in their prime financial accumulation phase of life. The pattern was revealed in the Colonial First State Global Asset Management/University of Western Australia Business School Equity Preference Index, which measures flows in and out of managed funds from non-advised investors […]
Insights on Gen Y financial decision making

Insights on Gen Y financial decision making

Team Maddern
20/Aug/2015
Generation Y are more likely to seek financial advice from a friend or family member than a professional, according to research conducted by RaboDirect. At the same time, Gen Y is the most trusting of financial planners as a source of financial advice of all the generations. However, cost appears to be the biggest hindrance to enlisting the help of a qualified financial planner, […]
How are global financial events impacting your investment decisions

How are global financial events impacting your investment decisions

Team Maddern
12/Aug/2015
It’s hard not to get caught up in the financial news headlines and wonder what the best approach could be for investors here in Australia. All Western eyes have been fixated on the ongoing financial crisis in Greece, which began in 2009, depleting the income of many Greeks. Unemployment has increased, and elections and resignations of political leaders has completely transformed the country’s political landscape. […]
8 ways to overhaul your finances in 2015

8 ways to overhaul your finances in 2015

Team Maddern
09/Jul/2015
The start of a new financial is the ideal time to give your finances a makeover. It doesn’t matter whether you’re young and saving for your first home, a single or double income family with children in education; or a retiree – everyone can benefit from rethinking their financial and lifestyle goals once in a […]
Prestigious awards program names Maddern Financial a finalist

Prestigious awards program names Maddern Financial a finalist

Team Maddern
01/Jul/2015
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

Growing retiree numbers highlight the importance of using retirement planning tools: ASFA Retirement

Team Maddern
11/Mar/2015
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?

How do I go about making a financial plan to achieve my lifestyle goals?

Team Maddern
17/Dec/2014
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 […]