Maddern Financial

Maddern Financial Planners
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Maddern Financial

Maddern Financial Advice

 

When you are the owner of a successful business, or if are an ambitious professional, you are certain to have serious goals in wealth creation. Obviously, you cannot entrust your financial affairs to any unqualified person. You will naturally seek the best, the most qualified, and the most independent financial advice. But, how do you identify such an advisor from the hundreds available in Melbourne?

Look for the Certified Financial Strategist certification. Dennis Maddern and his sons, Mark and Zachary were the first financial advisers in Australia to have this much-respected qualification. It is considered a benchmark for the financial planning industry and is administered by Association of Independently Owned Financial Planners (AIQFP)

Maddern Financial Advice offers independent advice, true to their name. The advantages are many:

  • Independent practice – They are not owned by any bank or financial institution. So they are under no obligation to recommend certain products. They are free to suggest the best mix of Investments for your particular situation and your goals.
  • Transparency in service – They don’t receive commissions from any manufacturer. So, you can rest assured of the advice given to be unbiased. The client is the only person they are trying to please. There is total transparency in all their dealings with you.
  • Independent filtered research – Most products recommended by financial advisers are usually paid for by the manufacturer. But, Independent advisers use AIOFP’s Filtered Research Committee, and respected global research house, Mercers to make sure that their knowledge of markets and products is always up to date.
  • Qualification – All advisers are highly qualified, knowledgeable, well-experienced, and are fully capable of assuming the stewardship of your wealth. With such expert advisers, you can be assured of the best financial advice available and enjoy peace of mind.

Maddern Financial Advisers offers to Melbourne, a range of financial planning and investment advice services. They focus on planning a comprehensive financial strategy that will encompass all your financial requirements. When you have a vision of where you want to be financially, they help you identify the specific services you need. For perfect solutions in wealth management, you can choose them without hesitation.

Their business structure and process is designed so that it nurtures excellent decision-making. Depending on your lifestyle, your family circumstances, and after understanding your objectives, they confer with a team of experts and assess your position. Then they make suitable recommendations where improvements can be made.

Once your portfolio is implemented, it is regularly monitored for opportunities. The advisers will provide you with strategic direction and tailor their advice to your needs. Using research from various sources, they will ensure that your advice is not conflicted by ownership from insurance companies and banks. Accounting, taxation and business advice services are offered through their partner firm, Maddern Accountants.

Here is a list of services offered by them:

  • Financial Advice
  • Investment Advice
  • Retirement Strategies
  • Superannuation / SMSF Advice
  • Financial Strategies for Business
  • Insurance Advice
  • Property Investment
  • Loans, Leasing & Mortgage Broking
  • Independent Financial Advice

 

 

Website Link Visit Link Here
Country Australia
State/Province Victoria
distance: 14,491 Kilometers
Address 29 Milton Parade, Malvern VIC 3144, Australia
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Find the best financial planner for you. Click Here
Find the best financial planner for you. Click Here