MenuMatthew Wood CFP®
About Me
Matt is passionate about building long-term relationships with his clients, he provides them with the necessary guidance so they can confidently make well informed decisions about their future. Matt's experience in financial markets, banking, strategic financial planning and accounting spans almost two decades. Matt specialises in developing tailored strategies for high net worth family groups, successful business owners and up and coming professionals.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 13 Years -
Licensed By Fortnum Private Wealth Ltd
