Drakkar Group is a boutique financial planning firm that is Privately Owned (i.e. not owned by any Bank or Insurance Company). 

All of our Advisers and Staff Members are salaried, which removes any specific sales incentive from the process.

All of this was done consciously so that you can rest assured that the advice you receive will be given in your best interest at all times.

Mark Maddern [AR 331457] and Drakkar Group Pty Ltd [CAR 1252505] are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313.

Our handpicked teams are qualified financial advisers and financial service professionals who continually push for professional excellence.

Each has its own area of specialised expertise and the combined efforts of this multi-skilled team have been the driving force for success behind over 1,000 clients outcomes.

Vision

To empower everyday Australians to live the lives they want to live by holding them accountable to a financial plan and making sure that we stay on track to achieve their desired objectives. 

Core Values

Our culture is underpinned by our three core values:

- Excellence – Delivering exceptional outcomes;

- Integrity – Doing what’s right; and

- Partnership – Succeeding together.

We will continue to earn the trust of our clients in everything we do by staying true to our core values and financial principles.

First Consultation is Always Free.

Here at Drakkar Group, we welcome clients to come in and discuss their circumstances with a professional Financial Adviser for no cost, nor any obligation to proceed. 

Defining your needs. 

We guarantee a free initial consultation and this covers half of our DIAGNOSIS analysis of requirements. This normally takes around 30 minutes to complete.

Flexible Fee Options

Once we have defined your needs, your dedicated project manager will advise you on which of the following fee structures best meets your needs.

Whilst we will use our best experience to guide which option you select, the choice is entirely yours.

What are the Plans

One-off Fee  |  For clear-cut services, e.g. transferring a pension, opening accounts, initial strategy design

Hourly Rate  |  Agreed beforehand, dependent on advice required

Annual Retainer |  Suitable for ongoing investment management and planning needs

Commission  |  Applicable to insurance deals only.

DIAGNOSIS  |  A structured assessment with one of our highly qualified team members will analyse in-depth the current position of your assets.  This step also explores your needs and goals, helping to set quantifiable goals for future growth.

RESEARCH & BRAINSTORM  |  Underneath the leadership of your dedicated project manager, each brief is brainstormed weekly in a whole team meeting.  This unique aspect of our business means that each client gets exposure to the creativity and knowledge of multiple financial advisors, rather than one.

PRESENTATION  |  After compounding all research and team input, your dedicated project manager will facilitate a meeting whereby you will be presented with the strategy outline for your plan.  If you agree to the direction and strategies discussed, then the advice will be recorded within a Statement of Advice (your financial plan), including the pros/cons and likely outcomes of each recommendation, along with time frames for review.

REVIEW ANALYSIS  |  Once a strategy is settled upon, a thorough analysis is conducted periodically to check progress against set goals.  At this stage, changes can be advised and made if necessary in order to maximise outcomes.