Matthew Carswell is an experienced and knowledgeable financial adviser, ready to work with you to ensure you and your family’s financial future is secure.
One of the most important lessons he learned when he first started in the financial planning industry is that becoming a great financial planner is all about understanding the needs of clients and recognising that everyone’s financial situation and goals are unique.
After 6 years working with the Commonwealth Bank, Matthew made the decision to purchase a 50% shareholding in a successful financial planning business, Altitude Wealth Solutions. Over the past 9 years, he has worked with more than 150 clients to establish high level financial strategies to help them achieve their goals.
As a financial planner, Matthew ‘s main goal is to help you make well-informed decisions on what types of strategies are right for you. He also emphasises the need to adjust investment strategies as your goals and needs change. Matthew will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own.
Matthew looks forward to being your trusted advisor and expert resource as you build a secure financial strategy together. Contact Matthew by phone or email and let’s get to work on your future.