Matthew Rea

Tribeca Financial

Silver

4 Yrs Experience

Hawthorn, VIC 3122

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Holistic financial planner, who recently moved from South-West Victoria to Melbourne. I have expertise in giving unbiased advice across a wide range of advice topics. I help my clients realise a high level of financial well-being by maximising the relationship between their money and their happiness.

I do not accept % based fees or investments commissions, to ensure that my pay does not conflict with my clients' best interests. This means that my clients can rest assured knowing that my advice is constructed to benefit them solely.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Redundancy
Aged Care
Cashflow & Income
Complex Investments
Expat Finance
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 August 2022

My wife and myself have been very impressed with Matthew’s advice and his attention to detail which is important to us as retirees in the management of our assets. Additionally, this level of service extends to the rest of the Tribeca team.

5.00 June 2022

We are delighted with the service Matthew provides us. He is knowledgeable, approachable, explains things clearly and prepares thoroughly for our meetings. This is the first time we have felt so well organised and in control of our finances, with long term goals clearly worked through and regular checks allowing us to make sure we are on track. Matt is very personable and also willing to put in extra time and research to answer our questions and requests in between scheduled meeting times. We have confidently recommended him to others.

5.00 June 2022

Matthew and Nathan have been great. My wife and I came to Tribeca with no knowledge of how to manage our finances or the best way to go forward with our future. They provided us with a comprehensive strategy going forward and have been great dealing with an issue we were having with our super fund. I highly recommend them.

5.00 June 2022

Very helpful and helps me a lot with my super and tax.

5.00 March 2022

Matthew presented with a sound knowledge of my circumstances and provided me with clear and straightforward information, which allowed any decisions that I needed to undertake easy. I have recommended him to others because of his uncomplicated communication style.