Matthew Staples

FuturePoint Wealth

Bronze
7 Yrs Experience
Sutherland, NSW 2232

I'm passionate about helping clients take the first steps toward financial success. I enjoy getting to know people, understanding what drives them, how they view money and the lifestyle and financial goals they want to achieve in life.

I work closely with each client to create a financial plan tailored to their individual circumstances and aspirations. I provide guidance and strategies designed to help them make confident decisions about their money, ensuring it supports their life and priorities.

I help clients at every stage of life - whether it’s buying their first home, starting a family or planning for retirement. I’m here to guide you through your changing circumstances and evolving needs.

I aim to be a financial planner who listens, understands your motivations and partners with you to bring your financial goals to life, creating a plan that gives you confidence, clarity and peace of mind for your future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.98
  • Number of reviews 20
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Finance and Financial Planning)
  • Language spoken
    • English

FuturePoint Wealth

Level 1, 812-814 Old Princes Hwy
Sutherland, NSW 2232
Suite 4b, Level 3, 166-170 Keira St
Wollongong, NSW 2500

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221