Matthew Hastie

Matthew Hastie Financial Services

5.00
6 Reviews
Silver
25 Yrs Experience
Gosford, NSW 2250

Recent reviews

Matthew Hastie Financial Services

Suite 112, 159 Mann St
Gosford, NSW 2250

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • 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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Matt has been our financial advisor over the past 10 yrs and has always been very helpful with our financial queries. His service and attention to customer service is excellent. I have no hesitation in recommending Matt's services to anyone who requires it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've been a client of Matts for quite some time and feel confident and reassured about my future and protecting my family. Matt has always made himself available to answer any questions I have about my investments and insurance no matter how big or small. I highly recommend Matt to all my friends and family regardless of their position in life."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has been my Adviser for the past 10 years, He has provided me with excellent advice over that time. He is always available whenever I need him. Nothing ever seems to be a problem and he is always happy to help. I have referred him to my friends and family. Extremely happy that he is looking after me."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has been my adviser for the past 10 years. I could not be happier with his advice and guidance. His knowledge and experience across all financial planning issues is impressive. His ongoing service is second to none. He is always just a phone call away and happy to help when needed. Nothing is ever a problem for him. I would highly recommend him to anyone needing help with their financial planning needs. After my review meetings with Matt I always walk away feeling positive and thankful that he is looking after me!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has been my advisor for over 5 years and during that time has been the ultimate professional in his knowledge advice and ability to cater for my insurance needs. Matthew recently worked on a claim that I had and due to his persistent follow ups the claim was satisfactorily settled. I would have no hesitation whatsoever in recommending Matthew and his company for your Insurance requirements."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Before we were referred to Matt my husband and I were bewildered by our Superannuation options. Since Matt has been advising us we are overwhelmed by the difference he has made and we can now look forward to a comfortable retirement, which we never imaged. We gladly refer Matt to our friends and family whenever we can."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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