โCreate Wealth. Grow Opportunities. Protect Your Lifestyle.โ
I help Australians create wealth, grow opportunities, and protect their lifestyle through integrated Financial Planning and Mortgage Broking advice.
With more than 20 years of experience in Financial Services, I work with individuals, families, business owners, and property investors to make smarter financial decisions and build long-term financial security.
My career began in 2002, working across major banks and boutique financial planning firms before founding MWT Financial Solutions Pty Ltd in 2020. This experience has provided a deep understanding of lending, wealth creation, superannuation, personal insurance, retirement planning, and strategic financial management.
I believe effective financial advice is about more than simply securing a loan or selecting an investment. Every financial decision should support a broader strategy designed to improve cash flow, build wealth, manage risk, and create greater financial freedom.
Whether you're purchasing your first home, growing an investment portfolio, planning for retirement, or protecting your family and lifestyle, my goal is to provide clear advice, practical solutions, and long-term support.
Areas of Expertise:
๐ก Home Loans & Mortgage Broking
๐ Wealth Creation Strategies
๐ฐ Superannuation & Retirement Planning
๐ข Self-Managed Super Funds (SMSF)
๐ก๏ธ Personal Insurance (Life, TPD, Income Protection & Trauma)
๐ Debt Restructuring & Refinancing
๐ Wealth Management
๐ผ Tax-Effective Investment Strategies
๐ด Pre & Post Retirement Planning
๐ฅ Aged Care Planning
๐ Estate & Succession Planning
Helping Australians Create, Grow & Protect Wealth.
๐ 0429 88 77 38
๐ง info@mwtfs.com.au
๐ https://mwtfs.com.au/
๐ Book a Discovery Call: https://calendly.com/matt-mwtfs
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 16
- First year providing advice 2008
- Years of experience 18
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Highest qualification
- Graduate Certificate in Financial Planning
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Language spoken
- English
MWT Financial Solutions Pty Ltd
80 Tallwoods CctYarrabilba, QLD 4207
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Nest Advisory Hq Pty Ltd
AFSL 519569