Matthew Lowry

I'm a talker, there's is no doubt about it - and I want my clients to talk to me, about their fears, what they enjoy doing, their short and longer term wishes.

Financial planning is all about what you enjoy doing and what you want to do more of, especially in retirement. The idea of waking up each day, and doing things you love doing, and you can choose to have a day off whenever you want.

According to many of my clients, they wish they had retired earlier, and some clients (after six months into retirement) have picked up doing so much more, they wonder how they had time to work.

I do get excited when I meet with clients to show the potential they have, and in some cases, they are not aware of the position they are in, or what they can do to put them in a better position.

I've been in the financial services industry since 1999, and have been an Financial Planner for over 22 years, and I know I can provide a benefit to all clients and help them achieve their dream lifestyle.