Matthew is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
| EMAIL: | |
| CONTACT NUMBER: | 0798791257 / +27 (21) 553 5508 |
| ADDRESS: | Wegot Building, c/o 6th Avenue & Otto Du Plessis Drive, Melkbosstrand, 7441 |
| WEBSITE: | https://finwellgroup.co.za/ VISIT WEBSITE |
My name is Matthew and my passion is investing, economics and the financial markets.
I have received my honors degree in finance, am a certified financial planner and have been working in the financial industry for the last 20 years.
I specialise in offshore investments and retirement planning.
Paramount to my process is understanding each clients life goals and financial needs. From there a design a bespoke investment plan personalized to each client.
My motto is to get the structure right at the outset, then continuously monitor and adjust when necessary.
I have a proven ability in building and creating wealth for my clients together with preserving that wealth for future generations.
When I am not following the markets and investing, you can find me out hiking with my collie, travelling Southern Africa or relaxing with a classic biography.
Finwell Group consists of companies specifically designed to plan, assist and manage your personal and/or business portfolio. Each company offers experts in the field with the same objective, to ensure a professional environment where your financial uncertainties can be attended to, and ultimately guide you to financial wellness. The Finwell Group consist of specialist divisions advising and assisting clients on financial planning, insurance, accounting, tax, legal and estate-related matters.
EXPERIENCE AND EXPERTISE
Our team brings years of experience; and we stay up to date with the latest market trends, investment strategies, and regulatory changes.
PERSONALIZED APPROACH
We take the time to understand your specific needs, aspirations, and concerns to develop a personalized financial or legal solution that works for you.
HOLISTIC FINANCIAL SOLUTIONS
Whether you need assistance with financial planning, insurance, accounting, tax or legal and fiduciary, we have the expertise to guide you.
ONGOING SUPPORT
We provide ongoing monitoring and review of your financial situation, while making adjustments to ensure you stay on track toward your goals.
You can cancel at any time.
