Matt Rigby

Baharian Wealth Management

Gold
11 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Baharian Wealth Management

Level 4, Carlow House, 289 Flinders Ln
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Economics and Finance)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Drjb Pty Ltd

AFSL 526798

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

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5.00

"Matthew Rigby has always been very efficient in providing our family the most suitable advice and following up all our enquiries as well as implementing action plan in a timely manner. His explanations are also very clear. We would definitely recommend him to our family and friends."

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

"Matthew did an excellent job in determining the cover which best suited my husband and I. He was and continues to be only a phone call away for any questions or concerns that arise. He demonstrated with confidence his wealth of knowledge in a highly professional way and his recommendations were taken with no second guessing. I would not hesitate to recommend Matthew not only to my family and friends but to anyone who needs assistance in his area of expertise."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has been great. He is very patient and clearly explains information so that I can understand. He is well informed and knowledgable. I would have not hesitation in recommending Matt."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Budgeting

Qualifications & Training

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Certificate 4

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2015

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2001

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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