I joined Ethinvest in 2008 to combine an interest in investing with my personal values and sustainability objectives. As an Ethinvest adviser I provide holistic financial planning advice to help my clients achieve their financial goals while carefully addressing any ethical concerns or objectives they may have. It is very rewarding to deliver positive strategic outcomes and competitive investment returns for clients in manner that is consistent with their values.
I seldom needed Matt, but when I did he was totally available and gave not only sound advice, but was most helpful with the logistics of my tax issue. He has consistently advised me in investment matters entirely in relation to my own needs and values, and basically he has been like a very trusted friend.
Matt has given me advice in areas including ethical investing in shares and how to manage my Superannuation. Matt was usually able to explain things to me in a clear way and is very happy to go over anything I am not sure about. I have never felt judged for my lack of financial nous, and have felt that my passion for investing carefully and ethically has been supported.Through Matt's knowledge and experience, I feel very confident that the advice given was right for my needs. I have always received Matt's full care and attention when I needed it.
Very happy with the advise and assistance received over the years from Ethinvest and more recently, Matthew Hicks. He is always available to answer any queries and quickly responds to all communications in a clear and professional manner. The balance of my SMSF has increased substantially since he took over the account.
Matt is always quick to respond to my queries. His communication is clear & practical. He attaches more 'in depth' reports & information with his advice.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2013
- Years of experience 10
- Graduate Diploma of Financial Planning
Ethinvest Pty LtdSuite 2, Level 8, 1 York St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Ethinvest Pty Ltd