Matt Lancashire

I have worked as a financial adviser since 2007 and have been with Cargill Financial since 2009. I became a director/shareholder in 2012 and the majority owner mid-2022. Building honest relationships has been the key to the success of our clients and our business. I became a Certified Financial Planner (CFP) in 2007 and completed a Bachelor of Business in 2004.

The way we work with clients is to agree on achievable goals and ensure accountability in both positive and tricky markets. This is what brings a financial plan to life and why I really enjoy being an adviser.

Our clientele is a wide range of families, and we often look after multiple generations. This includes retirees, pre-retirees, young families & first-time investors. Typical areas we provide advice on are superannuation, investments, personal insurance, estate planning & aged care.

Outside of work I enjoy family time with my wife Holly and three kids Grace, Spencer and Violet. I also try my best to keep active by going to the gym in the morning before the kids wake up.