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Financial Advice for

Business Owners

At Maddern Financial Advisers, we provide complete financial planning, accounting, investment and wealth creation services for small to medium businesses located throughout Melbourne.
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Here to help & support

Ready to take your business where you want it to go?

If your business is your life, then you need a financial planner who understands both. At Maddern Financial Advisers, we provide complete financial planning, from investments and wealth creation to complete accounting, taxation and business strategy services for small to medium businesses located throughout Melbourne. As a business owner, your personal wealth fundamentally depends on your business success. Your business and your personal life are tied up in all sorts of ways. For example: • To live the lifestyle you want, your business needs to be making sustainable profits while not consuming every minute of your time. • To enjoy a prosperous retirement, you need to have a plan in place either to hand over day-to-day management of the business, or to prepare it for sale. • You need to ensure your personal assets are quarantined from business risks. • You need to plan around the possibility that you may suddenly become unable to run the business.
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For all these reasons and more, it's important to have your personal, business accounting and finances managed under one roof. All too often, business owners find themselves dealing with a personal financial planner, a business accountant, and perhaps a business coach or consultant - none of whom talk to each other, so they offer conflicting advice. Maddern is different. To begin with, we know the business world. Our Founder Dennis Maddern has over 20 years of senior management experience in some of the world's leading companies. He has turned around the fortunes of underperforming businesses, including a $600 million Australian company where, as General Manager, he led the company to a 30% increase in profit in 12 months. When it comes to business challenges, Dennis has runs on the board.
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Just as importantly, we have the resources to provide you with all the services you need. Maddern Accountants provides a complete accounting, taxation and business strategy service. If you also become a client of Maddern Financial Advisers, we will also develop a personal investment strategy that's seamlessly integrated with your business plans. You'll have access to a dedicated personal team consisting of an accountant, an investment adviser and an administrator. Your team will make it their business to know you and your business back to front. Business is an adventure - we've been there ourselves, and we want to take the journey with you.
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Here to help & support

Self-managed superannuation specialists

Many of our small and medium business clients choose to create self-managed superannuation funds (SMSF). This gives them greater control over their retirement savings, and the opportunity to undertake unique tax-effective strategies such as purchasing their business premises through their SMSF, then effectively paying rent to themselves. To create and administer a SMSF effectively, you need a specialist. Maddern Accountants are accredited as SMSF Specialist Advisers, and because our client base consists of business owners and other successful professionals, we have deep experience in successfully setting up and administering high-performing self-managed funds. To see more about how we can help your Self Managed Fund, book a meeting below.
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Business is an adventure we’ve been there ourselves, and want to take the journey with you.

Here for success

If you would like to learn more about how our accounting for business owners can benefit you, please contact us on (03) 9999 7200 or contact us here.

Here for success

See the other professional
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