Helping you focus on the things that matter

Matthew did a thorough audit of our current and projected circumstances and guided us through the minefield of financial planning. He’s given us sound advice and continues to proactively look after our portfolio, tipping us off when it’s time to switch or tweak investments.

I previously managed my own investments, but it came to the stage where I was investing fairly significant sums, had less time to focus on it, and was investing on behalf of family members. I decided I needed a second opinion. Matthew has been very helpful, friendly and responsive.

Matthew leaves no stone unturned to ensure that he completely understands your financial position. He explains everything properly, so you can make an informed decision before agreeing to anything. He also acts for my clients as I'm a small business accountant.

Matthew offers a professional service, understanding our goals and needs. He pays attention to our attitude to risk for our family finances and my business. He’s a source of trusted advice for all things financial whenever we need it and has provided us with clear, impartial guidance.