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.

💰 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.

💰📝 Tips on how to reduce back to school costs:Uniforms, bags, stationery, fees, lunches, excursions and computers - the ...
19/01/2026

💰📝 Tips on how to reduce back to school costs:

Uniforms, bags, stationery, fees, lunches, excursions and computers - the costs of sending kids to school soon add up. Planning ahead can help you stay on top of costs.

https://bit.ly/4qtpfuw

☎️ If you would like to discuss more about budgeting and getting help with your financial planning. Please, feel free to contact us on: 03 9999 7200

💰 Wealth: what is the silent partner to help you build it? 💰When you think about building wealth, you may picture invest...
12/01/2026

💰 Wealth: what is the silent partner to help you build it? 💰

When you think about building wealth, you may picture investments, property and superannuation. But there's another critical element: insurance. It's the silent partner in your financial strategy, quietly working behind the scenes to protect everything you've built.

A few smart decisions now can make all the difference when life doesn’t go according to plan.

☎️ Please call us: 03 9999 7200 to talk about how your current cover fits with your financial strategy.

https://bit.ly/3LAk8cK

📈 Navigating turbulent times in the share market 📉Did you know $10,000 invested in Australian shares 30 years ago could ...
11/02/2025

📈 Navigating turbulent times in the share market 📉

Did you know $10,000 invested in Australian shares 30 years ago could be worth over $135,000 today? 🤯 This importance of long-term investing cannot be understated, even amidst market turbulence. We look at historical growth in Australian markets, the benefits of diversification, and why staying informed (but not overreacting) is crucial.

Learn more here 👉 https://shorturl.at/QHF98 or you can contact us more to discuss: 03 9999 7200

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

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