3 Reviews

Matthew Guggenheimer

Sherpa Financial Group Pty Ltd

Bronze

1 Yr Experience

Bentleigh, VIC 3204

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5.00 May 2026

Matthew has offered exceptional advice to me over the past few years. I could not have achieved my current financial position without his market knowledge and experience. He assisted me in all aspects of applying for and attaining the aged pension and continues to help me navigate my way through Services Australia. Matthew has a friendly, positive approach and answers financial questions in simple terms that are easily understood. I highly recommend Matthew and thank him for his financial intelligence, knowledge of government process, market insights and good humour. He has provided creative solutions to all my financial concerns that have lead to positive and rewarding outcomes.

5.00 May 2026

Matthew has been so wonderful to work with, he is very understanding and patient with a very relaxed manner. Thank you Matthew for making the transition into retirement so easy for me and the applying for the age pension seamless. You are so personable and made me feel important. Thank you Faye

5.00 May 2026

Matthew's warm and caring approach and exceptional attention to detail is amazing. His professionalism, knowledge and outstanding communication skills instilled our total trust in him. Matthew always goes above and beyond to ensure we are aware of processes and outcomes at all times. Matthew is an absolute delight, and we would not hesitate to recommend him to others. He is a true gentleman.