Matthew Rea is a senior financial advisor based in Melbourne, Australia, focusing on holistic financial planning. With his unbiased advice and expertise in a wide range of financial topics, he can help you achieve financial security and well-being. Matthew holds the 'Certified Financial Planner' designation (the highest recognised financial planning education in Australia), as well as a Bachelor of Commerce (majoring in Financial Planning and Finance).
What sets Matthew apart is his commitment to his clients. You can trust that he will construct his advice solely to benefit you. He doesn't accept percentage-based fees or investment commissions, which ensures that his advice is always in your best interest.
If you need help planning for retirement, making a cash flow plan, or investing to grow for the future, Matthew has the knowledge and experience to guide you toward your financial goals. He has a friendly and approachable demeanor and believes that intent listening and empathy are the two greatest skills an advisor can have.
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Matthew and his associate Dan are knowledgeable, personable, caring and astute young men. I always leave my meetings with them feeling confident that my financial future is being well looked after. This feeling is most importantly supported by the improved financial position they have already achieved for me.
Attentive, great listener calm, great to have in your financial corner.
Outstanding financial advice and service.
My wife and myself have been very impressed with Matthew’s advice and his attention to detail which is important to us as retirees in the management of our assets. Additionally, this level of service extends to the rest of the Tribeca team.
We are delighted with the service Matthew provides us. He is knowledgeable, approachable, explains things clearly and prepares thoroughly for our meetings. This is the first time we have felt so well organised and in control of our finances, with long term goals clearly worked through and regular checks allowing us to make sure we are on track. Matt is very personable and also willing to put in extra time and research to answer our questions and requests in between scheduled meeting times. We have confidently recommended him to others.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2018
- Years of experience 5
- Certified Financial Planner (CFP)
Tribeca FinancialLevel 1, 110 Church St
Hawthorn, VIC 3122
- 8:30am – 6:00pm Monday – Tuesday, Thursday – Friday
- In person
- Video call
My Dedicated Advisory Pty Ltd