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 Australian Unity Personal Financial Services Limited, 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.
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?
Are you able to help me determine if I have enough insurance to protect my family?
I'm not sure what I'm doing with my super and investments, can you help me with that?
I feel like I have no control, I really want to get things on track, can you help me?
My dream is to be debt free, are you able to help me achieve that?
I’m passionate about assisting my clients achieve the lifestyle they desire
West Leederville WA 6007
PO Box 1595
West Perth WA 6872
+618 6315 2700
Online Bookings Available
If you would like to book an appointment directly with Matt Wood, you can do so using our online booking system.