Independent Advice Melbourne
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Independent Financial Advisers
Based in Melbourne, we’re Australia’s first Certified Financial Strategists.
Dennis Maddern was the first financial adviser in Australia to qualify as Certified Financial Strategists. Administered by the Association of Independently Owned Financial Planners (AIOFP), this qualification is a benchmark for the financial planning industry.
MFA has had to pass rigorous tests for our independence.
MFA has expertise in five key areas:
1. We are independently owned.
Because unlike most financial planning practices we’re not owned by a bank or other financial institution, we’re under no pressure to steer you towards certain products. Instead, we have complete freedom to recommend the best mix of investments for your situation and your goals.
2. We charge on a fee for service basis.
We don’t receive commissions or any other benefits from product manufacturers or institutions. This means you can be confident that the advice you receive is unbiased – you’re the only person we’re trying to please. It also gives you complete transparency about what you’re paying for our advice.
3. We have access to independent filtered research.
Too often, financial advisers recommend products based on research paid for by the product manufacturer. Our research, on the other hand, is fully independent. We use the AIOFP’s Filtered Research Committee and respected independent global research house Mercers to ensure that our knowledge of products and markets is always up to date and free of conflicts of interest.
4. We are highly qualified.
Our qualifications and experience speak for themselves. As a successful person, you don’t want to hand over the stewardship of your wealth to an adviser without the knowledge and wide-ranging experience to make the most of it.
5. We are ASX and industry fund educated.
Unlike advisers from institutionally owned firms whose education is often limited to a narrow band of products, we can confidently assess the full spectrum of products. This means we’re in a much better position to recommend the right products for you.
It all amounts to peace of mind.
Put all those elements together, and you get an adviser with expert knowledge, well-rounded experience, and complete independence – in other words, someone you can trust to take care of your wealth and help you achieve a prosperous future.
If you’re a leader in your profession, you deserve the best financial advice available. Contact us for a free consultation.
Here for success
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services we provide…
Accounting Compliance Business Bookkeeping Financial Advice Financial Strategies for Business Insurance Advice Investment Advice Loans Leasing & Mortgage Broking Management Consulting Proactive Tax Planning & Small Business Advice Property Investment Retirement strategies Self Managed Super Funds (SMSF) Small Business Tax Advice SMSF Advice Melbourne Start ups Tax Planning and Advice