Many Australians often settle for advice that’s not in their best interests, or that hasn’t considered all the options available to them.
It's crucial to seek advice from someone who won't just answer questions, but will learn what is important to you and how best to map out a path to achieve your goals.
Having over 20 years in the industry as an adviser, I believe that "good advice is the best investment" you can make in yourself. That is what a Holistic Financial Planner will do - we help you manage your finances to achieve your own personal goals and aspirations.
I've been working with Matt for over 10 years now and he has been nothing but professional, precise and thorough. Matt has been a trusted advisor for my own personal and business Financial Planning needs in this time and will continue to be so well into the future.
Matt was referred to us by a friend and he has been excellent for us in that he listened to us. He took a detailed look into where we were sitting with our total financial situation and was able to explain the best options for us from where he saw things. He was able to explain his reasoning's for the choices and was able to answer all of our questions. We were able to develop a high degree of trust and belief in his ability.
Having previously invested in a rental property prior to the mining downturn, we had found ourselves in a dire financial situation. We were recommended to Matt by some very close friends. Matt took the time to listen to our situation, gather information and come back with strategies to help us control our debt, minimise our loss and tailor our superannuation to maximise returns. Matt explained all the options in a clear and precise manner, making it easy to understand and easy to decide which options we should progress.
Thanks, Matt for your support and advice. It will be invaluable as we plan our future. We appreciate your knowledge and experience and guiding us along the way.
I had put off doing my personal insurances for a few years , just sticking to the basic policies that came with my super because I wasn't sure where to start and what to look for in a policy. Matt helped my husband and I navigate this process and I'm confident that should I need to make a claim he would be there to help us through that too which is a great relief!
- Adviser status Silver
- Number of reviews 16
- First year providing advice 2000
- Years of experience 23
- Graduate Diploma of Financial Planning
Elevate Finance Pty LtdSuite 1 and 2, Lake Macquarie Fair, 46 Wilsons Road
Mount Hutton, NSW 2290
- In person
- Video call
Infocus Securities Australia Pty Ltd