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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 this meeting with us with invaluable information and guidance on all of your "where to from here?" questions.
At Maddern, we structure your financial affairs so that the challenge of retirement becomes an opportunity: the opportunity to pursue your dreams, to chase adventure, to enjoy more time with your family, safe in the knowledge that your cash flow is sufficient and your accumulated wealth remains strong. We have specialised in retirement planning for the entirety of our long careers, and we do everything possible to assist you to maximise your income in retirement and preserve your superannuation and savings.
We use sophisticated financial modelling to factor in your options (when to retire, what to do with your property, how much can you retire on) and other variables (life expectancy, interest rates). The result is peace of mind, knowing that whatever choices you make are based on reliable information.
Careful, far-sighted estate planning completes the picture, ensuring that your children and grandchildren will continue to benefit from your success in life. As we are not aligned to any bank, insurance company or institutional ownership, you can rest assured that any advice we give you is based on what is best for you and your plans for retirement.
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.
You can always trust us to put your needs first. We offer a specialised retirement planning team who will offer advice on:
To arrange this meeting, please contact us on (03) 9999 7200 or contact us here