Matt Jones

As a Financial Adviser I focus on taking the time to truly understand what is important to my clients. No two situations are the same, so I believe is vital to understand what really matters to them. Often the things that are most important to someone are not just Financial. It could be spending more time with their family or starting their retirement. By ensuring that they better understand their position, my clients feel more comfortable taking that additional family holiday or starting their transition into retirement without stress.

I really enjoy taking stress away from my client’s decision making by creating tailored plans to address the many important milestones in their lives. Whether that be buying a home, starting a new job, redundancy, retirement, inheritance, or age care. I enjoy being able to provide advice and take the stress out of those key moments because life can be complicated so having a second opinion can invaluable.

If you were interested in discussing your position with me, please don't hesitate to contact Smart Financial on 4295 3331, or email reception@smartfinancial.com.au.