“I was a first home buyer when I first met Matt. His professionalism, punctuality and attention to detail helped me purchase my first place. He has since helped me with putting together a plan to continue growing and building my wealth in the future.
I have recommended Matt to my friends and family looking for financial advice as he provides excellent quality service I trust. Thanks, Matt, for helping me out and for your continuing care and support.”
- Anita Hon
“I contacted Matt at Custodian Financial Advice about changing from my employer provided super fund to something more personal. Something I’d have more control of in relation to world markets and how my money is invested.
While meeting with Matt and working through what I had in place, we went a step further and put together a new plan for my retirement that will have me a lot better off financially in 20 years than I ever thought possible.
Honest, current financial advice makes a massive difference. I should have done this years ago. At least my money is where it should be now and at work.”
- Carl Whitham
“Matt’s advice helped us to finally understand the importance of financial security and personal insurance for our future. As we both work long hours, Matt could accommodate and meet outside the traditional ‘office’ hours which was a huge convenience for us.
Matt is always prompt and courteous with requests for information and follow-up (with a little bit of comedy thrown in). We have never hesitated to pass on Matt’s details when the topic of finances comes up, and to our delight, we still have all our friends.”
- Dean and Dianne Hart
“We had Matt come and meet with us to discuss refinancing our home loan with a view also to purchase an investment property. Matt’s advice was fantastic, and he helped secure us a much better home loan for our principle place of residence.
Matt also advised us on restructuring our superannuation accounts to help save us money in fees. He worked with us to ensure we have adequate insurance cover to protect us against anything going wrong. This gave us peace of mind that we could move on with investing, knowing that we had our superannuation and insurances all covered.
Twelve months later, we reached out to Matt to help us secure a loan for our investment purchase and again, this was very easy. Matt handled everything for us (and being overseas, this helped a great deal) and very quickly, our loan was approved at a fantastic interest rate. Our initial financial plan was then revised and updated to keep in line with our long-term goals and aspirations. This is all part of his ongoing service with no additional charge.
The one thing that impressed us with Matt is that we can reach out to him if we have any questions or need any information, and he is happy to help, not to mention fast. We will be reaching out to Matt for our next property purchase and have recommended him to many of our friends.”
- Jeremy and Vanessa Neyman
“We would like to acknowledge what a fantastic job Matt Young has done for us. He helped us organising both the refinancing of our home loan and, more recently, our life, TPD Income Protection insurance and restructuring our superannuation.
Matt was very impressive, from putting together strategies, his knowledge of the products, his organisation skills, and his communication throughout the whole process on all accounts. He can articulate complicated strategies and ideas into everyday language, making it simple for us to understand.
We would highly recommend Matt from Custodian Financial Advice to anyone looking for help with finance and financial advice.”
- Lee-Ann and Jason Long
“My wife and I have been very impressed with the professional and personal approach that Custodian Financial Advice has provided us. We have been carefully guided with clear financial information throughout the entire chain of events when buying and refinancing a property. With both of us working full time and with a young child, we would have found it almost impossible to deal with a traditional financial institution on our own.
Matt accommodated us with home visits that suited us, with transparent and refreshingly honest advice. Matt was also able to provide us with much-needed help sorting out our superannuation and organising life insurance policies - items that are now very relevant to us, especially with a mortgage and young child to support.
Matt has always been proactive with our case, with regular communication is such a rarity these days.
We have no hesitation in highly recommending Custodian Financial Advice to anyone.”
- Pete and Nicky Benning
“We were recently put in contact with Matt through our mortgage broker to set up dreaded financial structures and insurance after purchasing our first home. Matt’s communication and professionalism was second to none. Matt was efficient, friendly, and knowledgeable in all areas, which made the process easier for us to understand and set up appropriately to our current circumstances.
Custodian Financial Advice offers honest, quality, and affordable financial advice. We wouldn’t hesitate to recommend them to our family and friends.”
- Phil and Bec Rogers
“Matt provided us with sound financial advice, and he found solutions to our financial needs and goals. Matt delivered this to us in a way that was easy to understand and uncomplicated. In an economic environment that is shadowed in uncertainty, we do not doubt that our goals are attainable with the help of Matt.”
- Rachael and Matt Byrnes