Matthew Hale

Matthew Hale

u13g/439 Docklands Dr, Docklands VIC 3008, Australia
Member of Association of Financial Advisers Logo

I work closely with clients in Melbourne, both face to face & via video-conferencing to; - help them articulate what success looks like to them - get on a better financial foundation with their partner - build a plan to help them achieve their 'Freedom to say Yes' - keep them accountable to that plan I keep things very simple, and to the point. I like to ensure people don't get caught in paralysis by analysis, but equally it's important they make the right decision for their financial future.

Focus Areas
  • Income Protection
  • Life Insurance
  • Retirement Planning
  • Superannuation
  • Wealth Management
Bio Alignments

Institutionally Aligned



Bachelor of Commerce (Financial Planning), Fellowship Chartered Financial Planning (FchFP)

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