Testimonies & Reviews

Name: MPFS Certified Financial Advisors
Brand: MPFS Private Wealth
Rating: 5 (43 reviews)

Trust & Transparency

Our Client Reviews

Our clients have shared their experiences as a testament to our commitment to delivering personalised financial solutions that have positively impacted their lives.

If people like you, they will listen to you. But if they trust you, they will do business with you…

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

Your Success, Our Expertise

At MPFS Private Wealth, our story is one of passion, expertise, and a relentless dedication to empowering your financial future. Founded on the belief that everyone deserves financial security and prosperity, we have become a trusted partner for individuals and families seeking to achieve their financial goals.

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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MPFS Dirk Werner Senior Financial Advisor

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