Maddern Financial Advisers

Maddern Financial Advisers Maddern Financial Advisers is a recognised leader in our industry, we exist to help successful profe We exist for people like you.

If you're a successful professional, Maddern Financial Advisers can help you enjoy that success for the rest of your life. Our clients trust us because we know what successful people need from a financial adviser & their specialist Accountant; because we're recognised leaders in our field; because we're completely independent; and because we listen before we act. We are accredited Self Managed Superannuation Fund (SMSF) experts and have a dedicated SMSF team.

For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that su...
24/08/2026

For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades to come.

But one of the greatest risks to that legacy can be the challenge of dealing with sudden wealth. When adult children inherit large sums or significant assets without preparation, sometimes the result is family tension, poor decisions or erosion of wealth.

While precise figures vary, research and industry experience consistently show that many families struggle to preserve wealth beyond the second and third generations, largely due to behavioural and governance challenges rather than investment performance.

Successful intergenerational wealth transfer is not measured by the size of the inheritance but by the preparedness of those who receive it. Financial literacy, decision making and open communication are the foundations of lasting wealth. By investing time in educating and including the next generation, families can reduce the risks associated with sudden wealth and create a legacy that endures.

https://www.maddernfinancial.com.au/blog/08/financial-planning/investing-for-the-next-generation/

If you’d like to discuss how to prepare your family for a successful wealth transition, contact us on: 03 9999 7200

It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investor...
17/08/2026

It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From headlines about trillion-dollar technology companies to predictions that entire industries will disappear, we are being bombarded with AI news, forecasts and investment themes every day.

For investors, the challenge is in determining who will ultimately capture the value and how to avoid concentrating portfolios around a handful of highly publicised winners.

To learn more and ask specific questions about your portfolio, please contact us on: ☎️ 03 9999 7200 or click the link in our bio to book a time to chat

How self-managed super funds (SMSFs) are taxed, what is assessable income, and what are allowable deductions.To find out...
17/08/2026

How self-managed super funds (SMSFs) are taxed, what is assessable income, and what are allowable deductions.

To find out more, or If you have any questions about anything SMSF related, please feel free to contact us and our SMSF experts and tax accountants on: 03 9999 7200

💰 Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a...
17/08/2026

💰 Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on your insurance needs.

Yet insurance is often one of those financial arrangements that gets filed away and forgotten. Over time, that can leave you underinsured, paying for cover you no longer need, or relying on arrangements that no longer reflect your circumstances.

That’s why it’s worth checking your insurance annually to make sure it still fits your life.

If your circumstances have changed or you can’t remember the last time you checked your cover, speak with us (03 9999 7200) or visit here: https://www.maddernfinancial.com.au/contact/ and we can help identify any gaps, overlaps or opportunities to update your protection.

💰 Retirement income options when markets are volatileThe income assumptions many have carried into retirement are being ...
06/05/2026

💰 Retirement income options when markets are volatile

The income assumptions many have carried into retirement are being tested in the current economic climate.

Markets have lurched from one direction to another; interest rates have lifted faster than expected, with the possibility of more increases in the months ahead, and there’s no end in sight to the global uncertainty.

There is no single best retirement income option. Each comes with trade‑offs between flexibility, risk, growth potential and control. What matters most is how well an income strategy matches your spending needs, risk tolerance and desire for certainty.

The right structure, could help to reduce stress and support more confident spending in retirement. Uncertainty doesn’t have to mean insecurity.

https://www.maddernfinancial.com.au/blog/05/news/retirement-income-options-when-markets-are-volatile/

Feel free to contact us on: 03 9999 7200 to discuss structuring a retirement income approach that fits your priorities and your circumstances.

🏡 Selling the family home and navigating aged care costs?The transition of a parent or relative into residential aged ca...
28/04/2026

🏡 Selling the family home and navigating aged care costs?

The transition of a parent or relative into residential aged care can be one of the most emotionally and financially challenging moments a family will face.

With so many complex and time‑sensitive decisions to make during an already emotional period, getting the right advice can be critical in helping families make informed choices and avoid costly mistakes. Please give us a call on 03 9999 7200 if you’d like more information.

https://www.maddernfinancial.com.au/blog/04/financial-planning/selling-the-family-home-and-navigating-aged-care-costs/

The Iran war and markets: keeping perspective amid uncertainty There’s a particular kind of unease that creeps in when m...
15/04/2026

The Iran war and markets: keeping perspective amid uncertainty

There’s a particular kind of unease that creeps in when market headlines start mixing geopolitics with talk of oil prices and recessions. That feeling has been hard to avoid, as the escalating war in the Middle East spooked global markets and brought fresh uncertainty to an already fragile economic landscape.

For investors, watching so many forces moving at once and volatile numbers, there can be a strong temptation to “do something”. But before reacting, a good understanding of what’s driving market movements is useful to assess the short and medium term. More importantly, it helps to work out how your long-term strategy fits in.

If the events of last month have raised questions for you, we’re here to help you navigate with confidence. Please feel free to give us a call on: 03 9999 7200

https://www.maddernfinancial.com.au/blog/04/financial-planning/the-iran-war-and-markets-keeping-perspective-amid-uncertainty/

Got a side hustle? Don’t forget your tax!With the ongoing cost-of-living squeeze, record numbers of Aussies are suppleme...
23/03/2026

Got a side hustle? Don’t forget your tax!

With the ongoing cost-of-living squeeze, record numbers of Aussies are supplementing their income with side hustles.

But before you dive into a new gig, it’s important to understand some of the tax essentials that come with running a small business.

Whether you’re monetising online content creations, or running bootcamp sessions, the ATO may consider that you’re running a business and expect you meet your tax obligations.

Extra income from your side hustle can also affect your eligibility for government benefits such as the Family Tax Benefit or Child Care Subsidy. It may also affect how much Medicare Levy surcharge you pay and when you are required to start repaying a HECS/HELP debt.

If you need help getting your side hustle onto a solid business footing, contact our office today. 03 9999 7200

https://www.maddernfinancial.com.au/blog/03/financial-planning/got-a-side-hustle-dont-forget-your-tax/

💰 Super health check: 5 key steps to stay on top of your superYour super could be one of the biggest assets you’ll ever ...
20/03/2026

💰 Super health check: 5 key steps to stay on top of your super

Your super could be one of the biggest assets you’ll ever build, yet many Australians don’t think about it until it’s too late.

The reality?

Small decisions today can have a big impact on your future balance. Missing employer contributions. Losing track of old accounts. Letting fees quietly eat away at your savings.

These things add up, especially with the power of compounding. That’s why a simple annual super health check can make all the difference.

✔️ Are you receiving the super you're entitled to?
✔️ Do you know where all your super is?
✔️ Are you making the most of what you already have?

Getting on top of your super doesn’t have to be complicated, but it does need to be intentional.

If you’d like help reviewing your super or making sure you’re on track, feel free to reach out.

📞 03 9999 7200

https://www.maddernfinancial.com.au/blog/03/financial-planning/super-health-check-5-key-steps-to-stay-on-top-of-your-super/

Prepare for an SMSF shake-up in 2026:Self-managed superannuation fund (SMSF) trustees always have a lot on their to do l...
17/02/2026

Prepare for an SMSF shake-up in 2026:

Self-managed superannuation fund (SMSF) trustees always have a lot on their to do lists, but the first few months of 2026 are likely to be busier than usual.

Who’s affected? https://www.maddernfinancial.com.au/blog/02/financial-planning/prepare-for-an-smsf-shake-up-in-2026/

If you need help preparing your SMSF for the upcoming changes, contact our office today on: 03 9999 7200 or visit https://www.maddernfinancial.com.au/book-a-meeting/ to make a time to talk.

Address

29 Milton Parade Suite 238
Malvern, VIC
3144

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+61399997200

Website

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