Matthew Litchfield profile photo

Matthew Litchfield

Hamilton Morello Financial Planners Pty Ltd

Gold
11 Yrs Experience
Forest Hill, VIC 3131

I am a Financial Adviser who is passionate about building strong, long-lasting relationships and assisting people in making good financial decisions.

In doing so, I work closely with clients to create a detailed financial plan based on their specific circumstances. I understand each client as an individual, what money means to them, their goals and future desires. 

For me, success is helping people secure their financial well-being and educating them along the journey.

In my spare time, you'll find me playing golf, entertaining the kids, tinkering in the garden and watching the football.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Finance and Economics)
  • Language spoken
    • English

Hamilton Morello Financial Planners Pty Ltd

Level 2, 351 Burwood Hwy
Forest Hill, VIC 3131

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Hamilton Morello Wealth Solutions Pty Ltd

AFSL 507160