About Us
Your Trusted Financial Planners Since 2003 – Empowering Your Financial JourneyYour Success, Our Expertise
Our journey began with a vision – to provide more than just financial advice. We aspired to create a holistic wealth management experience that places our clients at the heart of every decision we make. This vision led to the formation of MPFS, where we blend financial acumen and global experiences with unwavering commitment.
For over two decades, we have been guiding our clients through the complexities of financial planning, wealth accumulation, and retirement strategies. Our team of seasoned advisers, each with a wealth of industry knowledge, understands that your financial journey is as unique as you are.
What sets us apart is not just our expertise but our genuine care for your financial well-being. We believe in forging lasting relationships built on trust, transparency, and shared goals. Our client-centric approach means that we take the time to understand your dreams, your concerns, and your aspirations.
As we’ve grown, our commitment to innovation has remained steadfast. We constantly evolve our strategies and embrace cutting-edge technologies to ensure your financial plan remains aligned with your objectives in an ever-changing world.
As MPFS Private Wealth, we are not just financial advisers, we are partners on your journey to financial success.
Dirk Werner – Founding Director & Senior Financial Adviser
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Why Choose Us
Proven Expertise
With a track record of successful wealth management and financial planning, we have guided numerous clients towards their financial goals.
Client-Centric Approach
With a focus on trust, transparency, and shared goals, we build lasting relationships based on your financial well-being.
Innovation and Adaptability
We embrace cutting-edge technologies and stay informed about the latest trends and developments in the financial world.
Our Philosophy
Knowledge is Power
We firmly believe that knowledge is the bedrock of financial empowerment.
Honesty and Transparency
Honesty and transparency are the cornerstones of trust.
Commitment to Excellence
Excellence is not just a goal; it’s our standard.
Our Service Areas
Financial Planning for Retirement
Planning Early for Financial Freedom
Making Your Money Work Harder
Our Team
Dirk Werner
Director & Senior Financial Adviser
Matt McMahon
Senior Financial Adviser
Lisa Werner
Financial Adviser
Matthew Tarrant
Financial Adviser
Finnian McLaughlin
Financial Adviser
Marcus Allen
Associate Adviser
Tamika Pacher
Manager of First Impression
Kylie Sager
Client Services
Chloe De Haas
Client Support
Mary Stewart
Client Services
Shaun Gilbert
Paraplanner
Jaimee Lewis
Client Support
Melissa Kaczmarski
Client Support