Matthew McCarthy

WealthArc Financial Advisory

Gold

23 Yrs Experience

Murarrie, QLD 4172

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Director and Certified Financial Planner® at WealthArc Financial Advisory, a Corporate Authorised Representative of RI Advice Group. With 24 years experience in Financial Planning, I focus on helping clients navigate the ever changing legislative environment in the areas of investment, superannuation and risk management. I specialise in developing strategies for clients to accumulate and grow wealth and maximise retirement outcomes to ensure they can achieve their goals and give their family the lifestyle they strive for.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Small Business Advice

5.00 March 2024

Matthew has been my adviser for more than 10 years, navigating a secure financial pathway during my working life, semi retirement, retirement and more. Matthew is a true professional in his field and committed to providing best advice. He has always shown a genuine interest and duty of care in providing great outcomes for my financial security into the future. I have a better understanding of financial planning due to Matthew taking time to explain and share his knowledge while advising. A rare quality. I have recommended Matthew's expertise to friends and colleagues.

5.00 March 2024

Matt McCarthy is an experienced well qualified financial planner, knowledgeable in all aspects of retirement advice and is backed up by sound research and administration. He applies a comprehensive financial planning method, with a view to work his clients through the maze of Government regulation (and complexities of the investment markets), to come up with an agreed workable solution. Following my retirement, Matt and I came up with a comprehensive financial plan, encompassing all asset classes, embedded in a sound administrative platform. This is a key area for me as I can access my account online at any time. Any queries Matt is accessible at any time. My plan is regularly reviewed and includes flexibility to change (if required). This is an important component to any advice model and is an ongoing part of the service that Matt provides. In my case the end result is a sound retirement strategy that is tailored exactly to my financial situation, with the comfort of knowing my adviser is working for me. I would have no hesitation in recommending Matt to anyone seeking professional financial advice.