MPFS Private Wealth Mornington

 
 
 
  
 
 
 
  
 
 
 Joy Stevens 
 
06/02/2024
 
 
  
I have been a client of MPFS for over twenty years. Their guidance has helped me and my late husband to build our portfolio for retirement.  The meetings with Dirk Werner were always very informative, explaining all the investment options whilst determining our risk profile. We were able to negotiate the Global Financial Crisis with Dirk’s advice, and even during Covid restrictions we were still able to keep in contact through Zoom meetings.  Recently Matt Tarrant has been meeting with me.  His help and support has made everything so much easier following my husband’s death.  I can sleep easily knowing that the staff at MPFS are looking after my portfolio. Everyone at their office is so courteous and eager to help.  They always return calls and answer emails.  I would have no hesitation in recommending MPFS to anyone wanting any financial professional advice.
  
 
  
 
 
 
  
 
 
 Neville Barnes 
 
30/01/2024
 
 
  
We have been with MPFS for 4 years and transferred to them from another financial adviser due a strong recommendation from close friends who had been with them 15 years .
We are managed by Dirk and Matt Tarrant who address our changing financial position  with strategies and advice on Australia and world markets in order to be in front of the game and optimise our portfolio.

MPFS also advise on other issues including your plans and state of mind after retirement and health, mind and physical wellness between meetings.

We have formed a good relationship which is based on honesty, trust and a genuine goal to manage and maximise the returns of our portfolio .
We are confident that MPFS will continue manage and grow our super portfolio and we would highly recommend Matt Tarrant to anyone who require honest sound financial management to achieve the best financial outcomes.

Nev and Suzanne
  
 
  
 
 
 
  
 
 
 Rhonda W (JemimaJayne) 
 
20/12/2023
 
 
  
I've been a client of Dirk Werner, the principal and owner at mpfs, for nearly 20 years. What a pleasure! Dirk and his qualified and experienced team demystify finances and planning and deliver exemplary service.
Dirk is wide ranging in his high level of ability in wealth management including assistance with real estate and business sale decisions.
Highly recommend to others the choice of mpfs for all of your financial management and planning requirements. Your confidence and contentment in your choice is assured.
  
 
  
 
 
 
  
 
 
 Jane Offor 
 
08/11/2023
 
 
  
I have been a client of MPFS over many years and different stages of my life and I have the utmost confidence in the advice that I am given .  I started consulting with Dirk Werner when I was a small business owner and  would seek his opinion on financial decisions related to the business . He has advised me on matters related to selling my business and assisted in negotiations related the sale. When I separated then divorced he made the process of separating our superannuation very straight forward. I am now starting to wind up my professional life and planning retirement and once again the advice of Dirk Werner and the staff at MPFS is essential  - I always feel much better after my 6 monthly meetings and I know that they are available whenever I need advice.
I highly recommend this business .
  
 
  
 
 
 
  
 
 
 Paul Richards 
 
08/11/2023
 
 
  
Choosing a Financial adviser is a daunting task and the reason I procrastinated for so long. However, since joining with Dirk, Matt and the team at MPFS, I have found a great sense of security and comfort in their management of our finances and our retirement planning.
Dirk and Matt are always available for consultation and return considered advice in a very timely manner. The MPFS team are well educated and knowledgeable in financial planning and associated administration.
Their approach is personal and they do not subscribe to a
"One size fits all" policy. Their advice is considered, clear and backed up with information supporting their decision. My only regret is that I did not meet Dirk earlier in my life.
  
 
  
 
 
 
  
 
 
 Claire Townsley 
 
02/11/2023
 
 
  
Excellent service by these lovely people. Very efficient, communicate well and give great advice and information for financial novices like myself. Highly recommended
  
 
  
 
 
 
  
 
 
 Rachel Potter 
 
02/11/2023
 
 
  
How lucky are we?!  We consider ourselves truly very, very fortunate to have been clients of Dirk, and his friendly team at MPFS Private Wealth for over 15 years.  Without Dirk’s guidance, we would not be in the comfortable position that we are today, but what we really appreciate and value most of all, and what we suspect sets MPFS apart from other businesses, is Dirk’s genuine desire to care for clients’ overall wellbeing, not just about what might matter in a financial sense.

Prior to being introduced to Dirk by our accountant, we had no real investment strategies in place for our future and a limited understanding of what could be achieved with some sound financial advice.  Recommendations have always been proactive, ethical, thoroughly researched, and discussed with us in a way that is easy to understand (we’ve never lost a minute of sleep over a decision!) and that meets our individual needs and current life circumstances. The entire team at MPFS are approachable, professional, and always quick to respond to any of our questions, and to efficiently action anything that we might need.

We cannot recommend MPFS more highly!
Rachel & David
  
 
  
 
 
 
  
 
 
 Michelle Dennis 
 
05/10/2023
 
 
  
MPFS - Dirk and Matt have been managing our retirement portfolio for the last three years. They are a wealth of knowledge and are very patient guiding us every step of the way. They are making moving retirement a breeze and we recommend them highly.
Greg and Michelle
  
 
  
 
 
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 Google rating score: 4.9 of 5, based on 43 reviews