MPFS Private Wealth Pty Ltd - Mornington, Victoria

Kaye W.

Dirk and his very capable and approachable team from MPFS came highly recommended to me at a fairly emotional time in my life. And what life savers they have been! I have only been with MPFS since late last year and already I feel like a huge wait has been lifted from my shoulders.
Dirk, Marcus and Kylie have been invaluable in helping me navigate my late father's estate, my SMSF and at the same time providing excellent financial advice to my partner and myself in terms of setting and implementing financial goals.
At every step of the way, communication has been excellent. Nothing has been too much trouble. All questions and advice have been addressed so clearly, professionally and in a very very personable manner. The knowledge and expertise brought to the table is impressive. More importantly, we are made to feel like we matter and are listened to. A rare commodity these days.
My partner and myself feel so fortunate that Dirk and his team from MPFS have come into our lives. We look forward to many more years ahead with this amazing group of individuals.

Penny H.

Highly recommend Matt and his team at MPFS Mornington. We engaged with Matt for reasonably complex financial strategic planning and are delighted with the results. Matt took time to listen, and with his and teams’ extensive and up to date knowledge, we have a fantastic Statement of Advice which is comprehensive, accurate and exactly what we were after to map out our financial journey for the next few years. Definitely be back to MPFS in the future. Thanks Matt.

John J.

Dirk and his team at MPFS have been providing us with financial advise for over 18 years. MPFS have been very helpful in the initial planning for our retirement right from the start. Now that we have both retired, this financial advise has paid off and we can now be self-funded. We still have ongoing meetings with Dirk and Matt to enable us to fine tune our investments particularly as our needs and circumstances change. We would highly recommend Dirk and his team.
John and Miriam

Kim W.

Matt, Finn and Mary have made the process of moving our superannuation funds into MPFS easy. Matt and Finn listened to my husband and I as we tried to clarify what we were trying to achieve. Luckily Matt and Finn were really listening and helped us set up in a manner that fully encompasses all our needs. Mary was amazing with the implementation and kept me up to date every step of the way. I have just had a follow up meeting with Matt to ensure that we captured everything. I could not be happier. I 100% recommend MPFS.

Jade W.

Dirk and Marcus have been incredible in helping me realise my financial goals. Drawing on years of expertise, they have guided me through the process of making complex financial decisions with ease, kindness and respect. I have nothing but great things to say about MPFS and thank them for everything! Dirk is not only an expert financial advisor, but a genuinely good person who cares for his community. Thank you so much!

Rachel P.

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

Kylie H.

We have been with Dirk Werner and the team of MPFS for over 10 years.
The professionalism, communication, interest and care, not only from Dirk but all staff is beyond outstanding.
We have always felt the approach to our financial future has been truly personal.
Whilst at the forefront of helping us to prioritise a secure and comfortable future, the advice has always been honest, realistic and in line with our values and goals.
It is evident in every discussion that all the staff of MPFS have a genuine love for helping their clients and we have always felt fully supported and informed with the advice offered.
We cannot recommend MPFS Private Wealth highly enough as your team to help you live your best life with what finances you have and where you want to be in life today and in the future.

Paul R.

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.