Matthew Schutz

Calm Wealth

Gold
14 Yrs Experience
Adelaide, SA 5000

I have been employed within the financial service industry since 2004 and have been a financial planner since 2010.

Prior to becoming a financial planner, I gained experience working in various roles including administration, portfolio management and paraplanning all with the aim to become a financial planner. 

As a financial planner, my goal is to help people become financially comfortable, to reduce financial stress and make for a more enjoyable life.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

Calm Wealth

Level 3, 400 King William St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323