Managing Director & Principal Advisor– Newcastle Advisors
Managing Director & Principal Advisor of Newcastle Advisors, who offer a full service Newcastle financial planning firm that is focused on helping the people grow and secure their wealth. We believe that everyone can benefit from some form of financial advice. Whether it be to improve circumstances or to overcome challenges, we will work with you to better your financial outlook.
At Newcastle Advisors, we take the time to fully understand your current situation and your purpose. We will identify your goals and challenges, and then give you a clear understanding of what areas we believe need to be addressed and how we can add significant value to your situation.
Our approach is to develop simple and practical solutions to give you control over your financial future. Your plan will provide you with strategic solutions to take control of your finances, and give you the ability to enjoy the dreams.
As a result of Matthew’s vast experience, he brings a wealth of knowledge from his time at large bank institutions and top 10 accounting practices, including supporting clients through the GFC and managing some of the most complex situations and structures.
Matthew has a Graduate Diploma of Financial Planning, as well as a Diploma & Advanced Diploma of Financial Services.
Aside from Newcastle financial planning and his clients, Matthew is a tragic Newcastle Knights member, and enjoys watching most sports with a beer or two with mates.
We look forward to discussing your personal and financial goals and outlining how Newcastle Advisors can add significant value to your situation.
Phone: 0410 581 424
Supporting with all of your financial advice across Newcastle, the Hunter, Central Coast & Sydney.
Visit our Newcastle Financial Planners at 7/41 Charles St, Warners Bay
I came to Matthew & the team to discuss my personal superannuation fund and to also discuss the options that were available for my future financial planning. I had some financial problems and I was very impressed with the personalised professional service and advice given to me, and how Matthew has tailored this specifically to suit my situation and future needs. I felt very comfortable to put my finances in Matthew’s care and for him to guide me in the right direction. I thank Matthew for this as I have finally been able to relax and leave all my affairs in Matthew’s hands, in the full and comfortable knowledge that he is working for the benefit of us both; it is a win/win feeling and one that will allow me to happily recommend Matthew and the team to anyone who is interested in changing to a more reliable money manager, one who clearly cares about the individual customer and their needs. I have no hesitation in recommending Matthew’s services with complete trust and I look forward to a continued relationship with him.
Being self employed I knew I needed some type of insurance cover to protect myself. Matt & the team were able to identify exactly what I required so my family and I are protected against injury & illness.
Matthew was very easy to deal with, went above and beyond - including delivering all paperwork personally. He quickly understood what we needed and explained things in an ‘easy to understand’ language. We appreciated how he kept us informed every step of the process and never left anything unexplained. Would highly recommend his services to anyone.
My experience working with Matthew was exceptional. He was very clear and thorough throughout the process and made it easy to understand. He outlined all the different options and the pros and cons of each. I would highly recommend him to anyone interested in getting on top of their finances.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2008
- Years of experience 15
- Graduate Diploma of Financial Planning
Newcastle AdvisorsShop 7, 41 Charles St
Warners Bay, NSW 2282
- 7:00am – 5:00pm Friday
- 7:00am – 7:00pm Monday – Thursday
- 9:00am – 12:00pm Saturday
Axies Pty. Ltd.