I think I am very lucky to have found Matt as my financial advisor. I have been extremely impressed with his care in relation to my finances, his efficiency in developing plans which match my personal needs and preferences. I appreciate his honesty and his readiness to respond to issues which are of concern to me. Thank you Matt.
We were looking for a Financial Advisor and we met Matthew MacDonald. He was very approachable and easy to talk to and explained our financials to us very clearly.
We don't have to worry about our Super as Matthew always informs us if any changes need to be made and if any do, they are done immediately.
We have had the privilege of knowing Matthew for nearly 12 years, his work values, family values, his principles and his integrity we have found to be of the highest standards, in his work and personal life.
- R and M
We had little insurance cover and was mainly put in the too hard basket. Matt managed to package together some robust recommendations which has meant we have a broad comprehensive insurance policy. We've also detailed some acceleration plans to afford us options to look at early retirement and get on top of our mortgage. Matt came highly recommended, and I've since recommended him to some others. We've now got a level of comfort knowing our insurance is in place and a plan to move forward.
He's extremely personable, builds a fantastic rapport and I see him as a trusting friend who's there to provide advice when I need it.
Matthew has been fantastic in his approach and always upfront in his advice. He would always get back to us in a timely manner and explain everything in detail, we would never go anywhere else for advice.
- T and C