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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.
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.
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.