Matthew Hastie
Financial Adviser
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About
Matthew Hastie is an ASIC-registered financial adviser dedicated to helping individuals and families in Erina, NSW, achieve their financial goals. With over two decades of experience in the financial services industry, Matthew holds a Diploma of Financial Planning from the Financial Planning Association (now the FAAA), completed in 2000, demonstrating a strong foundation in financial principles. He has further enhanced his expertise with RG146 accreditation in Margin Lending from MLC ThreeSixty (2011) and specialist knowledge in Self Managed Superannuation Funds from Kaplan Professional (2020). As a member of the Financial Advice Association of Australia (FAAA), Matthew adheres to the highest ethical and professional standards. Matthew is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients receive well-rounded and tailored solutions. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Matthew is committed to building long-term relationships with his clients based on trust and understanding. He takes the time to listen to their needs and develop personalised financial plans that align with their unique circumstances and objectives. Contact Matthew today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What financial planning services does Matthew Hastie offer?
Matthew Hastie provides a comprehensive range of financial planning services, including superannuation advice, insurance solutions, wealth management, retirement planning, and investment advice. He tailors his advice to meet the specific needs of each client.
What qualifications does Matthew Hastie have?
Matthew Hastie holds a Diploma of Financial Planning (DFP 1-8) from the Financial Planning Association, RG146 Margin Lending accreditation from MLC ThreeSixty, and specialist knowledge in Self Managed Superannuation Funds from Kaplan Professional. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Matthew Hastie approach financial planning?
Matthew Hastie takes a client-focused approach, starting with understanding your individual financial goals and circumstances. He then develops a personalised financial plan that aligns with your objectives, providing ongoing support and advice to help you achieve your goals.
What can I expect during my first meeting with Matthew Hastie?
During your first meeting, Matthew will take the time to understand your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This initial consultation is an opportunity for you to ask questions and determine if Matthew is the right financial adviser for you.
Does Matthew Hastie specialise in any particular area of financial planning?
While Matthew offers a broad range of financial planning services, he has particular expertise in superannuation advice, retirement planning and wealth management, especially for clients looking to grow their wealth and secure their financial future.
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