MPFS Private Wealth Pty Ltd - Mornington (VIC)

5 /5 Kaye Whiston: 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 fathers 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.

5 /5 Steve & Shae: We had an established SMSF but were lacking support and advice in terms of planning for our future and how to put plans into place. We felt like we were going nowhere, quickly. We wanted someone knowledgable, approachable, professional and who we felt genuinely had our best interests at heart. We found all of this and more with Dirk & the MPFS team. We truly feel it was the best financial decision we have made, and feel confident in their advice and how they are helping us work towards our retirement goals. Thanks so much Dirk, Marcus, Kylie & the MPFS team. Highly recommend. Steve & Shae.

5 /5 Jenny Pemberton-Webb: After years, (literally years) of careful budgeting, saving, and slogging away at 4 mortgages we wanted to step away from employment get living. Wed done the hard work but just couldnt figure out the next steps to fund our retirement. My sister has been with MPFS for over 7 years and highly recommended them. This was a relief as wed been unsuccessful in finding a financial planner we felt confident and comfortable with. From the first meeting, Matt McMahon was transparent, naturally caring, honest and optimistic. Everything was spelt out verbally and in writing, including how wed work together and what steps and costs were involved. The peace of mind we have now being with MPFS is amazing. We have a high level of trust in Matts knowledge on how best to maximise our financial situation, so this stage of our life is easy and enjoyable. Together with Mary Stewart they are giving us gold class treatment and keep us informed every step of the way with personal phone calls, emails, user friendly platforms and processes. MPFS have filled all the gaps in our knowledge. We cant imagine being able to enjoy this stage of life without the support and guidance of MPFS.

5 /5 Anna Fox: Dirk, Lisa, Matt Tarrant, Chloe and the entire MPFS team are genuine professionals who truly care about their clients as people. They are more than advisors — they are real partners in building and creating wealth. Nothing is ever too much trouble, and they happily field even the silliest of questions without ever making you feel anything but supported. Their breadth of knowledge and “one-stop shop” approach makes the whole process seamless and reassuring. We’re excited to continue our journey of wealth creation with Matt Tarrant, and couldn’t recommend the team more highly!

5 /5 Penny Hocking: 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.