Financial Advice
Here to help & support
Not all investment advisors are equal. At Maddern Financial Advisers in Melbourne, we specialise in providing independent financial planning and investment advice to professional people who have achieved career success or aspire to it. 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.
A strategy
tailored for you
At Maddern, we really get to know our clients. The wealthier you become, the less a standard "vanilla" solution will work for you. Your personal investment advisor will develop a detailed understanding of your situation, your short-term and long-term goals, your tolerance for risk and your investment preferences. Based on that understanding, we'll integrate investments, tax-effective strategies, superannuation, insurance, retirement and succession planning in a coherent, detailed financial strategy.
Book a meeting Regular
reviews and
constant support
After we put your financial strategy into action, we review your investment portfolio regularly. You can also review your portfolio yourself, whenever you choose, using our state-of-the-art online portfolio service. Personal clients receive a detailed face-to-face annual review at least once a year, but your advisor is always available when you need advice and support: just pick up the phone.
Book a meeting Here for success
See the other professional services we provide…
Financial Advice
Maddern Financial Advisers in Melbourne offers independent financial planning & investment advice to successful professionals
Property Investment
Australians love property. Our property investment advice helps you make the right choice, and we specialise in helping facilitate SMSF property purchase. Call today!
Self Managed Super Funds (SMSF)
Self Managed Superannuation Funds (SMSF) Melbourne's expert SMSF advisers on retail Superannuation and SMSF property.
Business Bookkeeping
At Maddern Financial, we are Melbourne's leading truly independent advisory firm.
Management Consulting
At Maddern Financial, we are Melbourne's leading truly independent advisory firm.
Accounting Compliance
At Maddern Financial, we are Melbourne's leading truly independent advisory firm.
