Whether you need advice about investments, insurance, superannuation and/or accounting and taxation services, the experienced Maddern team in Melbourne is ready to help grow your wealth.
We understand your special financial needs, but more importantly, we understand what makes you tick. We know how important it is that you make the most of your income and assets, to protect all that you earn. We treat your money with the same rigorous attention to detail with which you treat your patients.
Our advice services include:
Through providing services to successful dentists in Melbourne and around the world for over 15 years, our experienced team of advisers have a comprehensive understanding of the unique financial needs of the dental profession.
Our approach to working with clients is personal and long term. We work closely to you to create wealth and we work with you so that you can enjoy the benefits of your success for the rest of your life.
View the qualifications and experience of the Maddern Financial Advice team.
As a recognised leader in our industry, our investment services help you enjoy the success you’ve created as a dentist for the rest of your life.
Because we work on a fee-for-service basis and don’t accept commissions from product manufacturers, financial advice provided by Maddern Financial Advisers are 100% independent. This means we work for you, and only you.
We’ll help you build and protect your income and assets at all stages of your career, including buying your consulting rooms and maximising the value of your practice. By taking advantage of the efficiency of our completely integrated financial management service, you’ll have more time to spend with your patients and family.
If you have significant amounts of wealth to invest and protect – or you know you will have significant wealth down the road – you can choose Maddern with confidence. Many of our clients have millions of dollars entrusted to our care.
After discussing your short term and long-term financial goals, we’ll create a financial strategy and put it into action.
Our investment services include:
You can review your portfolio as and when you need to by using our state-of-the-art online portfolio service.
At Maddern we plan for tax time all year, implementing strategies to minimise your tax well before the end of June.
Our taxation services include:
Whether you're retired, nearing retirement, in the prime of your dental career or just starting out, we'll help you find a superannuation product and a super investment strategy that suits your circumstances and makes the most of your investments.
Maddern’s superannuation services extend from expert advice on choosing a suitable Australian superannuation fund to advice about setting up and administering a Self Managed Super Fund (SMSF).
Many of our clients in the health industry 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 consulting rooms through their SMSF, then effectively paying rent to themselves.
If a SMSF is your preference, our Advisers are trained as Specialist Self Managed Superannuation Fund Advisors (SSA™) as designated by Self-Managed Super Fund Professionals' Association of Australia (SPAA) – Australia's peak SMSF body. Our expertise and broad experience means you’ll enjoy a complete administration and compliance service that leverages your SMSF to maximise the available tax benefits.
Contact us on (03) 9999 7200 to book a free initial consultation with a member of one of our dental specialists.