Financial Planning Advice

Testimonials

Regular investment feedback

Matthew is very approachable and informs us how our investments are doing on a regular basis. He also talks to us so that we actually understand what is happening to our money.

Catherine

Knowledgeable about the financial services market

He’s hands-on, thorough, and knowledgeable about the financial services market—no fluff, no sales pitch—just honest, impartial advice. And, on top of that, he’s got a cracking sense of humour, which makes dealing with finances a lot more enjoyable than it should be! I highly recommend Matt for anyone looking to get their financial house in order.

Vassili

Communicated the level of risk for my pension

Matt gave me sound financial advice when it came to deciding where to invest my pension funds, in particular the level of risk I wanted to take

David