Matthew Benic
About Me
I have been in the financial services industry since 2018. I specialise in developing holistic, technical advice that helps clients achieve what they really want.
I am focused on developing meaningful ongoing relationships, by understanding what is important to you. Whether you are looking at retiring or budgeting to purchase your first home, I’ll partner with you to achieve your goals.
My role is to simplify the sometimes-complex financial world, no matter your life stage. Ultimately, I educate and guide people along their journey to make smart choices, allowing them to get the most out of life.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 1 Years
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Licensed By First Financial Pty Ltd