Matthew Rea

Tribeca Financial

Gold

6 Yrs Experience

Hawthorn, VIC 3122

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I am a senior financial advisor based in Melbourne, Australia, focusing on holistic financial planning. With my unbiased advice and expertise in a wide range of financial topics, I can help you achieve financial security and wellbeing. I hold the 'Certified Financial Planner' designation (the highest recognised financial planning education in Australia), as well as a Bachelor of Commerce (majoring in Financial Planning and Finance).

I am extremely committed to my clients. You can trust that I will construct my advice solely to benefit you.

If you need help planning for retirement, making a cash flow plan, or investing to grow for the future, I have the knowledge and experience to guide you toward your financial goals.

My contributions to the 'Ask an Advisor' community:

https://www.adviserratings.com.au/news/ask-an-adviser-whats-in-store-for-the-economy-with-the-high-inflation-rates/
https://www.adviserratings.com.au/news/ask-an-adviser-what-is-the-maximum-non-concessional-contribution-i-can-make-to-my-super/
https://www.adviserratings.com.au/news/ask-an-adviser-how-do-i-ensure-my-super-beneficiaries-will-receive-payment-2/

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

5.00 December 2024

Matthew has been an amazing financial adviser. He is knowledgeable, professional, organised and friendly. He is very clear in his delivery of advice & presents a PowerPoint at our 6 monthly reviews. PowerPoint document then emailed to us so we can re-visit & review at home, which I really appreciate. If there is a need to contact Matt outside of our scheduled meetings, he has always been available by phone or text. I have only positive things to say about Matt & look forward to continuing to work with him on our financial plan going forward into retirement.

5.00 November 2024

Matthew has been focused on giving us the best and most appropriate advice as we prepare for full time retirement, taking into account our respective risk profile and need for flexibility going forward.

5.00 October 2024

Matt is thoughtful, shows real interest in us, and is looking out for our best interests for the future and what activity now means for the next decade.

5.00 September 2024

Matt is an exceptional Financial Advisor who truly thinks outside the box. He has significantly changed my financial journey for the better, and I can’t thank him enough. After going through a divorce, I felt the urgent need to rebuild and take control of my finances, and Matt delivered on that front and more.

He conducted a comprehensive review of my superannuation, insurance, and investments, guiding me through the process of buying my own property with a clever strategy. He collaborated with my tax accountant and mortgage broker made all the difference, allowing me to build my wealth faster than I thought possible.

Matt is not only patient, caring and genuine, but he is also a true expert in his field. I wholeheartedly recommend him to anyone looking to improve their financial situation!

5.00 August 2024

We cannot speak highly enough of Matt! He helped my partner and I get into our first home and ensure we're set up for success for our financial future. It was incredibly reasurring to have someone like Matt in our corner. Plus, he is incredibly helpful for all of our queries. Would highly recommend Matt!!