Professional headshot of Matthew Niell with plant in background

Matthew Neill

CFP®, B.Bus, C.Dec Founder & Managing Director

I’ve been helping Australians make smarter financial decisions since 2009, working with clients across all stages of life.

While I enjoy the technical side of financial planning, what really drives me is understanding what matters most to people — and helping them see opportunities they may not have considered before.

Seeing the relief that comes when clients gain clarity around their finances, and watching how today’s decisions create future possibilities, is what motivates me every day.

I’m a Certified Financial Planner with a Bachelor of Business (Financial Management) from La Trobe University, and in 2018 I was fortunate to complete the MLC Strategic Leadership Program at Stanford Graduate School of Business.

Outside of work, I enjoy time with family and friends, staying active, and finding balance between adventure and relaxation. Travel is a passion of mine — with New York City still sitting at the top of my favourites list.

Meet Ron and Wendy

Matt has been working with Ron and Wendy as their Financial Adviser for many years.

Meet Graeme

Graeme has been following our advice for many years.

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“It’s not about having more — it’s about making better decisions with what you already have.”