- 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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Retirement
strategies
From independent financial advice to accounting, business services, taxation, and self managed super funds, the range of services we offer to clients in Melbourne is comprehensive.
Maximise
your income in
Retirement
The transition from working life to retirement is one of life’s great challenges. Our financial planning services help the challenge become an opportunity. That’s why at Maddern Financial Advisers in Melbourne, we base your financial strategy on your needs throughout your life. No matter how early in your career you come to us (and it’s never too early or too late), a prosperous retirement will be part of the plan.
We offer the first appointment to any new client as a complementary session. In this session, you will meet with an experienced adviser to discuss and analyse your current position and your objectives. You will leave the meeting with us with invaluable information and guidance on all of your “where to from here?” questions.
Retirement
Advice
Retirement
Planning
Our Services
are tailored
to you
There are no simple guidelines for dealing with Centrelink. With wait times of sometimes over an hour both in person and on the phone, complicated online claims processes and applications that are sometimes over 40 pages in length, it is easy to see why many potential claimants throw in the towel. We can help you to deal with Centrelink, negotiate through the piles of paperwork and really understand your entitlements.
We listen to your retirement objectives first, and act second.
You can always trust us to put your needs first. We offer a specialised retirement planning team who will offer advice on:
When you can retire and on what income level
Making the most of your superannuation and savings for retirement
Maximising your entitlements in retirement
Ensuring that you are in the best possible tax position for your circumstances.
To arrange this meeting, please contact us on (03) 9999 7200 or contact us here.