Matthew has been working with Tony for the last 8 years.

As a Practice Manager, Matthew was pivotal in the growth and success of Tony’s financial planning practice. His leadership and management of the back office significantly alleviated stress across the practice. He was also instrumental in streamlining operations, enhancing client services and implementing best practices which contributed to the practice’s long-term success.

His expertise was crucial in the preparation stages of when the business was sold and also afterwards to ensure a smooth and successful transition of the business into a larger organisation.

Recognising his deep knowledge and impact, the acquiring company reemployed Matthew, allowing him to continue working closely with Tony. Together, they provided high-quality consulting services to other financial planning practices.

As a Senior Consultant, Matthew specialises in practice management and business transformation, helping financial planning practices reach their full potential.