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Area of expertise

  • Developing tax effective wealth accumulation strategies
  • Super and retirement planning
  • Investment planning
  • Pre-retirement and transition to retirement planning
  • Cashflow management
  • Risk insurance
  • Estate planning and administration
  • Debt management
  • Expat services
  • Family office services
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Matthew Wilson

Principal Advisor and Founder

Qualifications

  • Masters Degree of Financial Planning
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Markets
  • Certified Financial Planner

For over 20 years, Matthew Wilson, Principal Advisor and Founder of Wilson Smart Investment and Wealth Management, has acquired expert knowledge in funds management, stockbroking, wealth management and financial planning, while being recognised academically with awards in superannuation and professionalism/Ethics.

For the past 5 years, Matthew has been the Principal Advisor for a NAB Financial Planning franchise. Prior to this, for 15 years, he was aligned to NAB Specialised Business Banking and NAB Health. During this time Matthew provided leading wealth management advice solutions to the healthcare sector, in particular to specialist practitioners, general practitioners, aged care owners, pharmacists and veterinarians. This is an industry that Matthew and Wilson Smart continues to specialise in.

Our main focus is to understand your needs and objectives. Once these needs and objectives are established, we then aim to provide responsible investment planning and other wide-reaching financial advice strategy recommendations – all with the goal of building long-term, trusted relationships.

Our key motivation is to provide trusted, reliable and leading financial advice solutions that are tailored specifically to each individual, couple, family or trading entity.

Providing financial advice holds a position of privileged trust. This is a role that Matthew and his team take very seriously and a role they thoroughly enjoy fulfilling every day.

Matthew Wilson’s previous roles

  • Principal Advisor – NAB Financial Planning Melbourne CBD East Pty Ltd
  • Senior Wealth Advisor – NAB Health Victoria, NAB Financial Planning
  • Financial Planning Manager – NAB Business, NAB Financial Planning
  • Wealth Advisor – NAB Business, NAB Financial Planning