Matt Jacobs

I'm Matt Jacobs, Financial Adviser at Atkinson Saynor Private Wealth.

I get it. Life moves fast, and the financial noise is dizzying.

At Atkinson Saynor Private Wealth, we bring your whole financial world into focus - so your money decisions feel simpler, sharper, and better connected.

For over two decades, we’ve built trusted relationships across generations - earning confidence the old-fashioned way: by showing up, listening, and doing what we say we’ll do.

Today, that foundation is paired with forward-thinking strategies that keep pace with a changing world.

𝗔 𝗯𝗶𝘁 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲


Before joining Atkinson Saynor Private Wealth, I was a commercial insurance broker working with HR firms on professional indemnity insurance. I enjoyed the people side, but not so much the back-and-forth negotiations with underwriters. The clients I worked with saw insurance as a tick-box exercise. Something they had to have, not something they cared about.

At the same time, I was starting a young family. We bought a house, had kids, and suddenly managing our money well became a lot more important. I found myself reading about personal finance, thinking about how our money could grow and give us better options down the track.

I believe personal finance is personal. It's not about the numbers and having a big bank account. It's about what money can do for you. Whether that's early retirement, grand plans to travel, or gaining the confidence that comes from knowing you have options. Money is an enabler of the life you want to live. Thinking deliberately about this stuff can open doors you didn't know existed.

𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀

Bachelor of Commerce - Deakin University

Graduate Diploma of Financial Planning - Kaplan University

𝗪𝗵𝗼 𝘄𝗲 𝗵𝗲𝗹𝗽


→ Business owners future-proofing wealth and planning their exit

→ Emergency services workers navigating ESSS super and planning their next chapter

→ Pre-retirees on the runway to retirement wanting confidence their money will last

→ Families building wealth and creating financial security for the future

𝗪𝗵𝗮𝘁 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗔𝘁𝗸𝗶𝗻𝘀𝗼𝗻 𝗦𝗮𝘆𝗻𝗼𝗿 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗹𝗼𝗼𝗸𝘀 𝗹𝗶𝗸𝗲


→ Know exactly where you stand and where you're heading

→ See how every part connects, from the next holiday to helping family to your ultimate exit plan

→ Quiet the constant uncertainty about whether you're on track or missing something

→ Understand the why behind every recommendation

→ Make decisions with choice and control

→ Work with a team that does what they say they'll do

→ Enjoy the freedom to live life your way

𝗪𝗵𝗮𝘁'𝘀 𝗻𝗲𝘅𝘁

Book a no-pressure chat at aspw.com.au