Matt Dunstone

Horizons Wealth

Gold
19 Yrs Experience
Surrey Hills, VIC 3127
When asked – why Horizons Wealth? – our answer is simple. We are dead keen on getting people and their money connected again. We often find clients have stopped dreaming because they feel restricted by their finances. They focus on making ends meet and scraping through, even though they are in a position to have richer and more fulfilling financial lives, with the right advice. Our financial advice focusses on the horizon that we can see together and on creating a clear path to that horizon. When we can see that the first horizon is reachable, we set the next horizon – together. We build confidence in reaching successive horizons and your richer future. It’s all about having the confidence to dream again - and again!

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Education
  • Language spoken
    • English

Horizons Wealth

Suite 5, Level 1, 400 Canterbury Road
Surrey Hills, VIC 3127

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.65
10 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
4.65
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 10

Sort by

4.25

"Matt has been helping us with our financial introduction into Australia from South Africa and so assisting us in all financial aspects from superannuation, investments, tax , retirement planning and getting the right tax auditors and advice. His advice has been practical, implementable and on the money."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has provided advice on Superannuation, Tax Strategies and Wills & Estate. Communication is good and I feel confident that the advice given was right for my current and future needs. I always receive Matt's full care and attention when I need it."

  • Superannuation
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As above - very happy with the support Matthew gives."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matthew has provided excellent advice on Superannuation, investments including shares. He has also provided guidance and managed Aged Care planning and financial advice for a elderly parent and has been outstanding in his communication and expertise in this area. We are very confident that we are receiving the right guidance that suit our needs at this time with Matthew providing an excellent and professional service."

  • Superannuation
  • Aged Care
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew continues to provide sound advisce to meet my needs. He is professional in his approach and always listens to your requests."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Matthew has always been able to give clear advice that has made sense and relevant to the subject in question. The confidence and comfort I have gain from our meetings has been most valuable. I am very happy with my financial plan both now and for the future"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matthew has been great for helping mum with her financial independence and planning. Further Matt has been key figure in helping organise the move into aged care for mum. As distinct to other financial advisers Matt has been great at ensuring all steps required have been followed through to completion. Now I can just relax."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Matthew joined the business which was already advising us on financial matters before and after retirement. He then took over our portfolio after the two owners of the business retired and we have been happy with his advice."

  • Government Assistance
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt is a pleasure to deal with and makes the managing of our finances a lot less daunting. We feel as if we are with the best when it comes to these issues and know we can really trust him and his colleagues to have our best interests at heart. He has turned around our attitude to financial planners!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We love that you do all the follow up and collating of all the information and documents we need, it’s brilliant! You provide such friendly service and easy access to other professionals, that we feel confident that you know what you are doing and are across our whole situation. We are able to sleep easy!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Education

Level
7 - Bachelor Degree
Institution
Federation University Australia (FedUni)
Completed
1994

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Margin Lending Accreditation Program

Level
0 - Training / Exam / Other
Institution
Financial Essentials
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2007

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate
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