- About
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Why Maddern Financial Advisers?
If you own a small or medium business, or you’ve built a successful career, you belong with Maddern Financial Advisers.
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Our
Leadership TeamA true power of wealth and accounting experience - working together to maximise our output for you and your family.
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Maddern Financial
Money Talk PodcastJoin our financial experts as they discuss strategies for achieving financial goals and navigating complex accounting challenges.
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- Services
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Independent
Financial AdviceAustralia’s first Certified Financial Strategists. MFA has had to pass rigorous tests for our independence.
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Investment
AdviceIndependent financial planning and investment advice to professional people.
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Retirement
StrategiesThe range of services we offer to clients in Melbourne is comprehensive.
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Self Managed Super Funds (SMSF)
Considering a Self Managed Superannuation Fund (SMSF)?
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Insurance
AdviceSound financial strategy has to include preparing for things you hope will never happen.
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Business
AdviceIf you own a small or medium business, or you’ve built a successful career, you belong with Maddern Financial Advisers.
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Tax Planning
and AdviceComprehensive understanding of the unique financial needs of small to medium sized business.
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Loans Leasing
& Mortgage BrokingLoans and Leasing Advice for Clients in Melbourne
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- Industry Sectors
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Our
ClientsIf you need specialised advice on issues like long-term tax planning, capital gains tax, or self-managed super funds.
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Financial and accounting advice for Doctors
Specialised Financial and Accounting Advice for Doctors and Medical Professionals.
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Self-Managed Superannuation Funds
If you have a self-managed super fund (SMSF) or are thinking of creating one.
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Financial and accounting advice for Dentists
Meeting the Unique Needs of Melbourne Dentists and Dental Professionals.
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Financial and accounting advice for Pilots and Aviation
At Maddern Financial Advisers in Melbourne, many of our clients are pilots and aviation professionals like you.
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Financial Advice for Sports Professionals
Your sporting career won’t last forever. With help from Maddern Financial Advisers, your wealth will.
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Financial and accounting advice for Business Owners
Comprehensive understanding of the unique financial needs of small to medium sized business.
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Investment Advice
Here to help & support
Your investment portfolio is a living thing. At Maddern Financial Advisers in Melbourne, we don’t do “set and forget” investments. Instead, we constantly monitor your portfolio’s performance. We keep ourselves well-informed about changes in the market. We spot new opportunities before they reach the business pages, using independent filtered research to separate truth from hype. And we do all this while keeping an eye firmly on the long term, so we don’t fall prey to the investor’s curse of overreacting to short-term trends.
Direct Investment Approach
Our approach is based on direct investment. Other financial advisers will often recommend managed investments and wrap accounts. This is certainly an easy option for them, but it means you're paying fees to a third party to manage your money and make investment decisions. Isn't that what your financial adviser is for? We think so. You can rely on us to decide which mix of investments is right for you. You'll get expert, tailored, responsive advice, and you'll only pay one, fully transparent set of fees.
Book a meeting Advisers who work for you
Above all, you can rest assured that the investment portfolio that Maddern builds on your behalf will be based entirely on your goals and your risk preferences. Because we're 100% independently owned, we answer only to you, never to a parent company pressing us to recommend their own investment products.
Here for success
See the other professional services we provide…
Accounting Compliance Business Bookkeeping Financial Advice Financial Strategies for Business Independent Advice Melbourne Insurance 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