Matthew Staples

Matthew was absolutely amazing at guiding me through the complex world of superannuation, finances, and investments—a world that once felt completely foreign and overwhelming to me. He took the time to explain everything clearly, ensuring I understood every step of the process. His professionalism, patience, and ability to make complex topics simple and accessible gave me confidence and peace of mind. I truly appreciate his dedication and expertise, and I couldn’t recommend his services more highly!

Matthew’s knowledge helped me by providing me with the assurance that I will be financially okay when I retire from work. He answered all my questions and he was a pleasure to work with.

It was our first time seeking the advice of a financial planner. We met Matthew while refinancing through a Mortgage Choice at Sutherland. Matthew was our type of young man, pleasant, knowledgeable and most of all, not pushy. Matthew helped us thru several retirement scenarios as we sought advice on retirement at age 60. Matthew provided us with advice on achieving financial independence which included strategies to reduce our mortgage and increase our superannuation thru changing providers and salary sacrificing thru employer products. I wish we had sought advice earlier instead of in our early 50's. We would highly recommend Matthew to those seeking financial advice in the future.

Matthew shows extensive knowledge as my financial adviser. He is always well prepared at meetings and offers me an extensive range of products and offers to suit my needs. He is extremely thorough in his presentation and I always leave with peace of mind knowing that he is managing my finances well.