Mat has given us invaluable advice about our superannuation and income stream needs.He is always on hand to answer any questions we have ( of which there has been many!) ,and explains everything in laymans language.He is always positive, bubbly and a pleasure to deal with.
We found Mat to be exceptionally accomodating given our sensitive family circumstances and always made our concerns a high priority when dealing with us over what was a very challenging period for us. We would have no hesitation in recommending Mat’s services to anyone now and in the future. We look forward to continuing the relationship we’ve established.
I needed some expert advice on around taxation implications of the ATO Super Transfer Balance, nominated Super beneficiaries at different stages in life, & taxation on Super inherited by non-dependants. Mat willingly gave me advice that was clear & to the point. I was confident that Mat was expert & knowledgeable in the matters discussed. I will engage again with Mat in future if needed.
We really enjoyed our interaction with Mat and through his work we were able to effectively sort out our SMSF. He gave us good strategic advice in areas including self managed super funds and insurance. Mat was usually able to explain things to us in a clear way. Through Mat's knowledge and experience, we feel very confident the advice given was right for our needs. We received Mat's full care and attention when we needed it. And he was extremely cost effective.
I have complete confidence in Mat's advice. No matter what area I enquire about, he will carefully consider, research if necessary, and respond promptly and professionally. Importantly, I like and trust him, and I know he always listens and cares.
Tik Financial GroupShop 1, 659 Pittwater Rd
Dee Why, NSW 2099
- 9:00am – 5:00pm Monday, Wednesday – Friday
- 9:00pm – 5:00pm Tuesday
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2011
- Years of experience 12
- Advanced Diploma of Financial Planning
Ongoing advice is only offered to clients who I believe I can provide strong value through regular reviews and ongoing support. Our ongoing packages are flexible in the respect that you can switch off or change at any time. We have a flat fee model, which means you pay a set amount for a certain level of work. We find this is the best way to provide ongoing advice with an unbiased approach which is tailored to your needs. You have the option to pay personally or from superannuation depending on the type of advice we are providing.
Alliance Wealth Pty Ltd