MPFS Private Wealth Mornington

We grow and manage your wealth so that you can enjoy living
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A 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

MPFS Senior Financial Advisor and Director Dirk Werner

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

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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.

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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.

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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.

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Registered Associated Memberships

Civitas Services
FAAA Financial Advice Association Australia
Self Managed Super Fund Association
Sunbird Portfolio listed financial portfolio manager

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

MPFS Private Wealth was born from the vision and dedication of Director and Senior Financial Adviser, Dirk Werner. Dirk honed his expertise while navigating the globe and its financial markets, including Frankfurt, London, Tokyo, and Singapore. In 2003, the Mornington Peninsula captured his heart and became the place he would proudly call home. It was here that the remarkable journey of MPFS Private Wealth began, driven by a commitment to excellence and a passion for empowering our clients’ financial success.
mpfs private wealth dirk werner senior financial adviser

Our Senior Leadership Team

Dirk Werner

Dirk Werner

Director & Senior Financial Adviser

Matt McMahon

Matt McMahon

Senior Financial Adviser

Lisa Werner

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.

Joy Stevens
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
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)
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
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
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
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
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
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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