Matthew Woolford

Smarter Wealth

Platinum
14 Yrs Experience
Keilor, VIC 3036
Matthew completed a Bachelor of Business (Accounting) in 2007 at Victoria University where he graduated majoring in financial planning, finance and accounting.  Matthew commenced his career at a small boutique firm in Ringwood where he found a passion for helping people in all aspects of their financial situation. While there he commenced his study in becoming a Certified Financial Planner. After taking a year off to travel abroad, Matthew is now creating a rewarding career in Financial Planning working with families and small business owners in helping them create their ideal lives, having the right balance of leading a fulfilling life and working to secure their financial future. In addition to his years of experience, Matthew has also completed specialist studies in Self Managed Super Funds and Aged Care Financial Advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • 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 Platinum
  • Rating 4.80
  • Number of reviews 47
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Smarter Wealth

13 Church St
Keilor, VIC 3036

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Australian Investment & Insurance Group Pty Ltd

AFSL 226405

4.80
47 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 47

Sort by

5.00

"Matt has been instrumental in helping me with my business and financial affairs. As a small business owner, sometimes it's hard to see all your hard work paying off but our planning sessions have been invaluable to give me hope and see that retirement is not far away. Thanks Matt"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has given me advice in areas including loan products, self managed super funds and managing debt. Through Matthew's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Financial Hardship
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has been extremely helpful in organising my financial affairs. Huge level of trust in his ability and professionalism."

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

"Matthew has given us advice on our income strategy with our self managed super fund and has helped with our dealings with Centrelink when needed. Matthew has shown a great deal of knowledge and we trust him with managing our portfolio. We would recommend him to family and friends."

  • Government Assistance
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Matthew has understood my personal circumstance and been able to advise me in a way that suits them . He is friendly , approachable and knowledgeable which gives me confidence in the process . He allows my input which I appreciate ."

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks, Matt, for being a wonderful addition in our lives!"

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

"Matthew’s advice in managing our affairs has been invaluable. Always available for questions when we need it and happy to help wherever he can."

  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very comfortable with Matthew’s advice. He has explained everything clearly to ensure I always understand what we’re doing:"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Mathew has given me advice on lnvestment and shares I am happy with Mathew I feel very confident that the advice given was right for my needs. I usually receive Mathew full care and attention when I need it. I am grateful for everything Mathew has to offer me.."

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

"I was recommended to Matthew, as someone who could assist with investment advice to us as joint trustees for my grandaughter, aged seven, who was entitled to a large superannuation payout upon the death of her mother. We were seeking advice on a balance of conservative and growth options, with a view to capital preservation with some growth, and to ensure liquidity when the funds were required to be paid out. Matthew recommended a series of vanguard funds that would offer the best options to suit our requirements. We have began to invest on a progressive basis."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 47

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
2008

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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