Matthew Rea

Tribeca Financial

Gold

7 Yrs Experience

Hawthorn, VIC 3122

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I am a senior financial advisor based in Melbourne, Australia, focusing on holistic financial planning. With my unbiased advice and expertise in a wide range of financial topics, I can help you achieve financial security and wellbeing. I hold the 'Certified Financial Planner' designation (the highest recognised financial planning education in Australia), as well as a Bachelor of Commerce (majoring in Financial Planning and Finance).

I am extremely committed to my clients. You can trust that I will construct my advice solely to benefit you.

If you need help planning for retirement, making a cash flow plan, or investing to grow for the future, I have the knowledge and experience to guide you toward your financial goals.

My contributions to the 'Ask an Advisor' community:

https://www.adviserratings.com.au/news/ask-an-adviser-whats-in-store-for-the-economy-with-the-high-inflation-rates/
https://www.adviserratings.com.au/news/ask-an-adviser-what-is-the-maximum-non-concessional-contribution-i-can-make-to-my-super/
https://www.adviserratings.com.au/news/ask-an-adviser-how-do-i-ensure-my-super-beneficiaries-will-receive-payment-2/

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

5.00 May 2025

Excellent understanding of my situation and retirement needs

5.00 March 2025

We've had the pleasure of having Matt look after our retirement nest egg for a few years now, he's knowledge is reassuring to say the least. I would highly recommend Matthew Rea to anyone requiring financial assistance.

5.00 February 2025

Mathew communicated clearly and given me the details that needed to be confirmed by next meeting.

5.00 December 2024

Matthew has been an amazing financial adviser. He is knowledgeable, professional, organised and friendly. He is very clear in his delivery of advice & presents a PowerPoint at our 6 monthly reviews. PowerPoint document then emailed to us so we can re-visit & review at home, which I really appreciate. If there is a need to contact Matt outside of our scheduled meetings, he has always been available by phone or text. I have only positive things to say about Matt & look forward to continuing to work with him on our financial plan going forward into retirement.

5.00 November 2024

Matthew has been focused on giving us the best and most appropriate advice as we prepare for full time retirement, taking into account our respective risk profile and need for flexibility going forward.