MPFS Private Wealth Mornington
We grow and manage your wealth so that you can enjoy living Let's Get StartedA good financial plan is a road map that shows you exactly how the choices you make today will affect your future.
– Dirk Werner, Director & Senior Financial Adviser
Your Financial Partner Through Life
The expert team of financial advisers at MPFS Private Wealth Mornington understand the unique challenges when it comes to securing your financial future. We know that the world of investments, retirement planning, and wealth management can be daunting.
You don’t have to navigate your financial journey alone.
Imagine a life free from financial stress, where you can live your dreams and aspirations. It is common to grapple with the uncertainties of retirement, education finances, or unexpected economic setbacks.
It’s time to transform that anxiety into empowerment.
Financial Advice Services
Financial Planning for Retirement
Secure your future with our expert guidance in planning for retirement. We understand that retirement planning can feel overwhelming, but with our tailored strategies, you can confidently move into this new chapter of life.
Planning Early for Financial Freedom
Empower your financial journey from the outset with our early financial planning expertise. We believe that financial freedom isn’t a distant dream – it’s a tangible goal that can be achieved with the right strategies.
Growing Wealth: Making Your Money Work Harder
Maximise your assets and watch them flourish with our proactive wealth management approach. We understand that your hard-earned money should do more than just sit – it should grow and thrive.
Registered Associated Memberships
Need A Consult?
Ready to embark on your journey towards financial freedom? We invite you to take the first step by scheduling a consultation with MPFS Private Wealth.
During this personalised session, we’ll delve into your goals and challenges, offering insights that can set you on a path to success.
Whether you’re planning for retirement, seeking early financial freedom, or looking to optimise your investments, our experts are here to provide guidance tailored to your needs
Our Story
Our Senior Leadership Team
Dirk Werner
Director & Senior Financial Adviser
Matt McMahon
Senior Financial Adviser
Lisa Werner
Financial Adviser
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From Our Clients
Our clients have shared their experiences as a testament to our commitment to delivering personalised financial solutions that have positively impacted their lives.
Recent News
From empty nest to full house
From empty nest to full house: Ways to cope when your adult child moves back home- Written and accurate as at: Sep 14, 2023Many parents enjoy a new lease on life once their children move out of home. All the effort that was once spent supporting them can now be...
Investing in your child’s name
Why investing in your child’s name can be a bad idea- Written and accurate as at: Sep 14, 2023Investing for your children while they’re young can be a great way to help set them up for future financial success. But before you start pouring money into their account,...
Death Benefits
Can your super death benefit go to the wrong person?- Written and accurate as at: Sep 14, 2023If you were to pass away unexpectedly, you would probably want your super to go to the people you care about most. But without careful end-of-life planning, there’s a chance...