Matthew La Rocca

Building Blocks Financial Planning

Silver
11 Yrs Experience
Hoppers Crossing, VIC 3029
Everyone has different goals when it comes to their money, but it's having a tailored plan that will help get you there. We're passionate about putting together a simple plan to help you reach your financial goals and getting your money working harder for you. Whether you earn $50,000 or $500,000, financial planning helps your money work harder for you. Because it’s not how much you have that’s important, it’s what you do with it that counts. Myself and my team here at Building Blocks financial planning in Hoppers Crossing will put together a simple financial plan for your life including superannuation, retirement planning, Centrelink entitlements, wealth creation, insurance, debt management & more to help you achieve your goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Your initial meeting is complimentary so gives us an opportunity to chat and get to know you. From here we'll understand your situation and help identify some key goals before we talk about cost. It's an obligation free meeting so all we ask is for a 1 hour investment of your time!

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Advanced Diploma of Financial Services (Financial Planning)
    • Diploma of Financial Planning (DFP 1-4)
  • Language spoken
    • English

Building Blocks Financial Planning

Suite 2A, 58 Old Geelong Rd
Hoppers Crossing, VIC 3029

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.90
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Matt has done a fantastic job. He searched and found all of my lost superannuation and consolidated them into one. He gave me advice on self managed super and also helped me establish my life insurance policy. He was simply brilliant and now I have family members that are going to use his services. I have complete confidence in Matt and his ability and integrity. I cant thank him enough for the job he has done for me."

  • Superannuation
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has really taken the time to assist us with our financial planning over the years. He explains things clearly and is very knowledgeable in this area, and is really responsive when we need to make changes. Matthew and the team have been great!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matt has given us advice in areas regarding our superannuation and future retirement. Matt has always been explain things to us in a clear way. Through Matt's knowledge and experience, we feel very confident that the advice given was right for our needs. We usually received Matt's full care and attention when we needed it.'"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are extremely happy with the service Matthew has provided us over the last 2 years. We are extremely satisfied with his experience and knowledge regarding our finances and the advice he has given us. He is always prepared to go above and beyond with the help he offers and we are truly grateful that we met Matthew."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has given me the best advise in suggesting Australian Super and i can honestly say i am extremely pleased with his knowledge. I recently called Matthew regarding my superannuation and my concern due to Covid19, Matthew quickly arranged an appointment. He is definitely someone that can i trust and feel at ease knowing he has my interest in mind. Thank you Matthew for all your help."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2011

Diploma of Business (Finance and Accounting)

Level
5 - Diploma
Institution
Swinburne University of Technology
Completed
1999

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Matthew's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Matthew able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Matthew's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Matthew to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Matthew?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Matthew provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Matthew may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Matthew La Rocca
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens