Matt Wood

Starting his career in the banking industry, Matt knows what it takes to drive your dollar further.

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About Matt

Matt’s background is in banking and finance, having commenced his career back in 2002 with one of the big 4 banks. The majority of his time spent within the banking arena was working with high net worth clients in the Private Bank, and he transitioned to providing personal advice to clients post the Global Financial Crisis as he wanted to be able to guide clients and help them make sound and informed decisions to work towards achieving their goals in a risk-aware way.

As an Authorised Representative of Count Financial Ltd Matt’s passion is helping people and being able to assist in articulating their goals and aspirations and then placing structure around their financial position to achieve them.

He can provide assistance to a diverse range of clients in a broad range of areas including retirement planning, superannuation, self-managed super funds, investments, insurance, cash flow planning/budgeting, estate planning, scenario analysis/forward projections, lending and aged care.

Matt attained a Masters in Applied Finance from Macquarie University, a Bachelor of Business majoring in Financial Risk Management and is a Certified Financial Planner™ professional, SMSF Specialist Adviser, Member of the Financial Planning Association of Australia and the SMSF Association.

Matt was also awarded the Young Advisor of the year by Count Financial in 2015 for dedication, delivery and quality to his clients in financial planning.

Matt believes that financial freedom is something that needs to be worked on and achieved over many years, and he welcomes the opportunity to assist you and your family on this journey.

Matt Wood of Insight Financial Partners is also an Authorised Representative of Australian Unity Personal Financial Services Limited (ABN 26 098 725 145), AFS Licence no. 234459.

    Explore the ways that Matt can best assist you or get in touch to discuss your needs in more detail.

    Strategic Advice to Business Owners and High Net Worth Clients

    Goal Setting and Forward Projections / Scenario Analysis

    Investment Management to Align to Objectives

    Optimising Peoples Retirement Planning

    Let’s Work Together

    If you want to take control, it is critical to put a plan into motion. Don’t use guesswork to prepare for something as important as your financial future.

    Can you help me get on track to meet my retirement goals?

    Yes

    Are you able to help me determine if I have enough insurance to protect my family?

    Yes

    I'm not sure what I'm doing with my super and investments, can you help me with that?

    Yes

    I feel like I have no control, I really want to get things on track, can you help me?

    Yes

    My dream is to be debt free, are you able to help me achieve that?

    Yes

    I’m passionate about assisting my clients achieve the lifestyle they desire

    Client Testimonials

    In December 2013 Kevin suffered a series of fractured vertebrae leaving him in a position of very restrictive mobility and a situation where he could not satisfactorily care for and look after himself.

    Some months later our former Financial Planner advised us that he would be retiring & he introduced us to Matt Wood who with our sanction would look after us into the future.

    Matt quickly established a friendly and close working relationship with us and he spent quite a lot of time studying and understanding our position especially now with Kevin’s handicaps.

    Because of Kevin’s health he lost his ability to operate his own business in finance and under his Loss of Income insurance policy which he had held for many years he was able to claim a small amount before the insurers unexpectedly canceling his policy due to his age.

    This had a dramatic effect on our family life particularly on Kevin’s stability and demeanour. Matt noticed the position we were in and took it upon himself to look at various alternatives to assist us through this difficult time and the future.

    Utilising his knowledge of Financial Risk products and his many contacts in that industry he explored how we could make claims against Kevin’s two insurance policies for 1) Trauma and 2) Total and Permanent Disablement.

    He believed we had opportunity to be successful with either or both and guided and assisted us to proceed with the claims separately.

    During the processes of both claims he worked as a very successful conduit between us & the insurers and because of his willingness and his tireless work over many months we were successful in both instances.

    It is with immense sincerity that we thank Matt for his belief and persistence and it is without any compulsion that we recommend him to anyone who may consider engaging his services.

    Those who do will only benefit.

    Anita & Kevin Fuller

    We have been with Insight for many years.

    In that time the services they have provided have always met our needs and quite often exceeded our expectations.

    We appreciate that they have taken the time to get to know us and our requirements.

    Stewart, Jo and Matt have all helped us over the years but when we found ourselves in a very difficult situation recently the solutions they were able to achieve have been, quite simply extraordinary.

    We would highly recommend the team at Insight Perth to anyone who needs any one of the services they provide.

    Grant & Julie Devereux

    “Really pleased with the service that Matt, Joanne and the team provided. Will certainly be recommending to family and friends.”

    Mark Leckey

    “Peter Kinsman and his team plus Matt Wood for our super advice provide us with everything we need in a very professional manner.”

    Enzo Pagnozzi

    Contact Matt

    Contact Information

    Level 1, 1109 Hay Street
    WEST PERTH  WA  6005

    PO Box 1595
    WEST PERTH  WA  6872

    +618 6315 2700

    matt.wood@insightperth.com

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    Online Bookings Available


    If you would like to book an appointment directly with Matt Wood, you can do so using our online booking system.
     

    Financial Advice services are provided by Insight Financial Partners Pty Ltd T/A Insight Wealth Perth as a Corporate Authorised Representative of
    Australian Unity Personal Financial Services Limited (ABN 26 098 725 145), AFS Licence no. 234459.

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