“From the first meeting we had with Matt just over three years ago we were impressed with Matt’s ability and expertise in guiding us through the minefield of Superannuation and Retirement plans. Our initial concerns and lack of knowledge were soon put at ease. In particular, could we trust someone else with investing our money given the previous bumpy road through the global financial crisis.”
“Matt developed a well thought out retirement plan that has certainly set us up well for a secure financial future. Matt took the time to explain relatively complicated strategies in language easy to understand. We always walk away from our meetings feeling comfortable about the growth of our investments. We look forward to building our financial future with Matt as our reliable and trusted advisor.”
Gary and Merryl Williams
“We first met Matt approximately 6 years ago when he was working at nab financial planning. We were thinking about our retirement and had some concerns as to whether we would have enough money to retire. From the beginning we felt very comfortable with Matt. He is genuine, trustworthy and sets realistic and achievable expectations.
We had worked hard all our lives and wanted to capitalise on our hard work. Whilst we were in a good financial position, we desperately needed to put in place a plan so that we could achieve our goals and live a comfortable lifestyle in retirement. In addition, Ken wanted to reduce the number of hours he was working which would also impact our income and financial position.
With all this in mind Matt put together a realistic retirement plan and has assisted us to execute it over the past 6 years. I am pleased to say that Matt has delivered on the expectations he set at the beginning and we have achieved all of our goals and more. Thanks to Matt we can look forward to a happy and stress free retirement. We have no trouble recommending Matt to our friends and family.”
June and Ken Coulson
"My late wife Lorraine and I met Matt three years ago. Unfortunately, Lorraine had just been diagnosed with a terminal brain tumour. Her diagnosis brought forward our retirement by a couple of years. Not only were we faced with the emotional weight of her diagnosis but also the financial concerns brought upon by a premature retirement.
Matt showed tremendous empathy in his dealings with us and was able to locate a life insurance policy within Lorraine’s existing superannuation. The proceeds from the insurance enabled us to travel to Germany on several occasions so that Lorraine could be treated. Her treatment extended her life and gave us an opportunity to do some travel together which I am forever grateful.
Matt also recommended a fantastic Estate Planning specialist who was able to ensure that all of our affairs were in order. This greatly assisted the transfer of our assets upon Lorraine’s passing. Since then Matt’s ongoing advice has enabled me to enjoy a seamless transition into retirement and I know I will continue to value his advice throughout my retirement years."
“Matt’s ideas have helped us greatly during the past eight years and our transition into retirement has been hassle free thanks to his planning. Thanks to Matt we are now maximising our Age Pension entitlements and consequently are able to enjoy the type of retirement we have always dreamed of. We are sure we will be working together for many years to come.”
Graham and Jennifer Williams
"I approached Matt Hempel nearly 10 years ago to obtain a path for my financial future and ultimately a comfortable retirement. Matt helped me by providing me with options for the short and long term and put me at ease with my financial position. The results obtained have been above my expectations and one thing I liked was the regular contact and reviews to update me to ensure that I was on course and making adjustments to my plan as required. The whole experience has provided me with confidence about my financial future and the professionalism displayed during our association to be of a high standard. I would recommend Matt to people who need to "Retire on Track."
“We chose Matt because he is old enough to know what he is doing but young enough to be energised and around for the duration of our retirement. Matt demonstrated the capacity to really listen to our goals (and our anxieties!) and was able to put in place a plan that provided us with clarity and peace of mind. We have no hesitation in recommending Matt to those planning for retirement or wanting to review their retirement plans.”
Bob and Gwenda Miller