Matt Hale

"Matt's advice has always been clear and helpfully tailored to our needs. He has been easy to contact and supportive during discussions around planning for the future. Matt's help has enabled us to diversify our investments and create holistic financial plan for the future."

"Matt has given me advice in Income Protection and Insurance, also advice on achieving my goals to early retirement with my superannuation. Investing my super in the best funds to maximise results without taking big risks. Matt is always prompt to respond to my calls and his knowledge makes me feel confident to trust him reaching my goals."

"Matt has given me advice in the areas including- Selling or retaining shares that I have in Telstra & Aurizon Qld Rail, discussion re holiday letting of my Barwon Heads property in the near future so as to receive income, whether to increase my pension payment from my Superannuation (Macquarie). Matt as per usual was able to answer all my questions and concerns. I feel Matt wholeheartedly gives me the care and attention at all times. Although I have no great fortune I know that I am in the capable hands of Matt and I am always confident that is advice and knowledge is beneficial to me."

"As a long standing client, I was introduced to Matt early is his career. Matt has provided many years of sound and reliable advice, and always at the forefront is Matt's undeniable empathy, caring and attention to ensure the best outcomes. I have enormous trust in Matt of my financial management and recommend him and his approach highly."

"Matt has given me advice on where to invest my superannuation funds so as I can prepare for retirement in the next few years."

"Matt has helped us re finance and access the equity in our home to purchase an investment property. The process is a lot more complex than we thought but Matt and his team set up and made sure everything was structured correctly in a way we could never have done on our own, he was always available when we had questions and happy to help through out. Much appreciated :)"

"Matt gave me great understanding in several areas. Firstly super, being able to save me in fees. He also is helping me with home loan, where he has involved more of his team also."

"Extremely knowledgeable individual with an unbelievable attitude towards helping others"

"Matt has been an outstanding support to Amelia and I. His personal insurance and financial planning knowledge is only matched by his passion for it."

"Matt has been extremely helpful educating me on all aspects of finance, managing my money, home loans, tax and continually giving me support when needed. He breaks it down in a way that is simple and that you can understand and be confident and comfortable managing your money. I couldn’t thank him enough and would highly recommend his services."