Matt Tod

With 25 years of experience in financial services, Matt has been advising a diverse range of clients, including retirees, medical specialists, and high-net-worth individuals and their families, to make smart financial decisions since 2000.

Matt builds trust through his deep knowledge of financial markets and a straightforward, goals-based investment approach, delivering personalised strategies to help clients achieve financial security.

He values long-term partnerships with his clients, taking the time to understand each client's objectives, values, and needs to provide advice that aligns with their specific goals.