Matthew Hol
Financial Adviser
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About
Matthew Hol is an ASIC-registered financial adviser dedicated to helping clients in Cheltenham, VIC, and across Australia achieve their financial goals. With a Bachelor of Business (Accounting) from Deakin University (1993) and a Graduate Diploma of Applied Finance and Investment from the Securities Institute Australia (1999), Matthew brings a wealth of knowledge and experience to his practice. He further solidified his expertise by becoming a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA) in 2004 and a Self Managed Superannuation Fund Adviser (Personal Advice) through Mentor Education in 2016. As a member of the Financial Services Institute of Australasia (FINSIA), Matthew adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Matthew's services include: • Superannuation advice to help you grow your retirement savings. • Insurance solutions to protect you and your family. • Wealth management strategies to build and preserve your assets. • Retirement planning to ensure a comfortable future. • Investment advice tailored to your individual needs. Ready to take control of your financial future? Contact Matthew Hol today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Matthew Hol provide?
Matthew Hol specialises in superannuation advice, insurance solutions, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Matthew Hol's qualifications and experience?
Matthew Hol holds a Bachelor of Business (Accounting) from Deakin University, a Graduate Diploma of Applied Finance and Investment, and is a Certified Financial Planner (CFP). He is also a Self Managed Superannuation Fund Adviser (Personal Advice) and a member of the Financial Services Institute of Australasia (FINSIA).
What can I expect during my first consultation with Matthew Hol?
During your first consultation, Matthew will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear and concise explanation of your options and develop a personalised financial plan tailored to your specific needs.
How can Matthew Hol help me with my superannuation?
Matthew can provide expert advice on how to maximise your superannuation contributions, choose the right investment options, and plan for a comfortable retirement. He can also assist with establishing and managing a Self Managed Superannuation Fund (SMSF).
Why should I choose Matthew Hol as my financial advisor?
Matthew Hol offers expert, personalised financial advice tailored to your unique circumstances. He is committed to helping you achieve your financial goals through sound strategies and ongoing support.
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