Matt Kallis

Matt appears to be very knowledgeable and is very personable

Matt has always provided knowledgeable and consistent feedback and advice on market conditions and opportunities. His communications are always timely and he pays great attention to ensuring we are understanding of the often complex reports provided. We are very appreciative of his patience and how he has assisted us in developing our own financial literacy.

He fulfills my requirements as a client, he explains everything I need to be explained and obeys€ me when I don't want an explanation. He appears to be very good at his job and is intelligent, takes a personal interest in his client (i.e.. me), has a good relationship with his assistants etc in the office, if I need some action from him then he attends to it immediately. Importantly … he has a good sense of humour.

He is easy to talk to, takes time to explain things and understands where we are coming from. He is proactive to meet our needs.