MPFS Private Wealth Pty Ltd 2 Ross Street, Mornington, Victoria 3931
About the Business
Welcome to MPFS Private Wealth Pty Ltd, located in the beautiful Mornington Peninsula on Ross Street. As an establishment in the finance industry, we are more than just a point of interest. We are dedicated to partnering with our clients through every stage of their lives, providing tailored advice based on their unique situations.
Are you planning on buying an investment property or organizing your dream wedding? If so, a Financial Coach from MPFS may be just what you need to achieve your goals sooner. No matter what your aspirations may be, our goal is to help you live in the present while planning and preparing for the future. And don't worry if you think you don't have enough money saved to get started - all you really need is the right attitude!
Perhaps you believe that Financial Planning isn't for you. Think again. Many of us imagine it as a tedious process filled with paperwork and corporate suits, and we often mistakenly believe that we need a large amount of money to even begin the discussion. However, at MPFS, we aim to make the experience quite the opposite. Our mission is to help you regain control of your financial journey, providing tools designed to track your wealth and making the process enjoyable for you.
"We know that so many families on the Peninsula want to prepare themselves for their next life chapter - so we encourage early planning. After all, failing to plan is planning to fail," says Dirk Werner, Director & Senior Financial Advisor.
Does retirement feel more like a dream than your next life stage? It's time to talk to MPFS. When we think about retirement, we often envision golf days, cruises, and long luncheons, but we don't always consider how we're actually going to get there. However, preparing for retirement doesn't have to be complicated. With a little bit of focus, it can actually be an enjoyable step-by-step process. At MPFS, we want to partner with you in your financial planning to help you achieve your retirement goals. We tailor our solutions for each client, ensuring that you regain control of your finances and achieve your long-term financial aspirations.
"With nearly 30% of the Mornington Peninsula at 60 years or over, preparing for retirement should be a priority for many of us in the region," says Dirk Werner, Director & Senior Financial Advisor.
But don't just take our word for it. Our clients have expressed their gratitude for the management of their portfolios and the performance over time. One client has been with MPFS for 15 years, praising the professionalism, friendliness, and support of Dirk and his team.
Our Financial Advisers are Authorised Representatives of MPFS Private Wealth Pty Ltd, holding ABN 96 648 702 041 and AFSL 529999. Our website was designed by RAAKin conjunction with Marketing Melbourne by OVERPORT.
Take the first step towards financial success and request an appointment with one of our financial planners by clicking here. We look forward to helping you achieve your goals and secure your financial future.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have be seeing Matt at MPFS for more than 12 years. Prior to speaking with Matt we had spoken with numerous Financial Planners but always left those initial meetings feeling out of our depth and more confused than ever. We immediately warmed to Matt’s “Easy Going” way of communicating. Matt takes an enormous amount of time to explain everything in detail and ensures that we have a good understanding. I honestly believe if we didn’t have Matt’s knowledge and support behind us we would not have retired when we did. We have previously recommended family go and see Matt and they are now clients of MPFS. We would not hesitate recommending MPFS & Matt."
"We have been with Dirk, Matt & Finn from MPFS Private Wealth for the last 13 years. Passion, knowledge, and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Dirk, Matt & Finn have this and more. Their dedication to clients, knowledge, common sense & their personal way sets them apart. Never ever have we gone to bed worrying about our financial affairs and for all the above reasons many of our friends & relatives are now MPFS Private Wealth clients. We would highly recommend them to anyone wanting to achieve better financial outcomes.” Michael & Lana 2023."
"There was 2 good decisions we made as I neared retirement. One was to engage a financial planner/advisor. The other was to choose MPFS. Matt and Finn and the whole team there have had my financial back since 2016 or so. Our bi-annual catchups are thorough and show me that my situation is carefully revised before the appointment, and recommendations created. Everything is explained clearly so we are left in no doubt about our financial situation. The weight gets lifted in our meetings with Matt. He is our financial 'counsellor'. Just keep doing what you are doing MPFS!"
"Finding a Financial Advisor partner that would help us create a solid financial foundation for our future in retirement was a daunting task. For some time we delayed that process of searching for such a partner until 10 years ago when we connected with Dirk Werner and the MPFS team. In Dirk and MPFS we found a team that was interested in helping us understand how create sustainable long-term wealth and at the same time live within our means today. MPFS planned our future to a self-funded retirement and their models have always been realistic and ultimately accurate. Dirk has been a great source of information on investment strategies, market changes and advice on how to optimise our portfolio. Working with Dirk and the MPFS team has taught us the value of retaining knowledgeable and experienced partners that are able to listen and tailor their advice relative to our specific needs. Dirk Werner and the MPFS have been a thoughtful, caring and supportive partner over the last 10 years."
"We have been with MPFS for the past three years. Approaching retirement we needed to plan for the future. The support from the team at MPFS, especially Matt, has been fantastic. We are now confident that our future is secure. In particular they have made it easy to track our investments and are always available to answer any questions we may have and meet with us regularly to update us and provide suggestions on ways to maximise our financial growth. I highly recommend MPFS if you are looking for the personal assistance to help you manage your superannuation, retirement or how to improve you financial situation."
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