Brad Matthews has more than 40 years’ experience in the finance industry and is a highly regarded investment strategist. Brad began his career in the money and foreign exchange markets in the mid 1980s before holding various economist roles with St George Bank. He later moved into senior executive management positions at St George, including…
My goal is the same as the advisers I work alongside: help clients get to where they want to be and achieve their financial goals. I just support them in a different way. I work a lot behind the scenes. But I know what I do matters. When clients realise they don’t need to worry…
I’ve seen firsthand how the decisions one family member makes can have multi-generational outcomes. Financial advice has the power to shape those decisions for the better A lot of the people I work with come in feeling unsure about where they stand financially. I enjoy taking the time to explain things in simple terms and…
I’ve always wanted to help people get ahead. Financial advice turned out to be the way to do that. For me, this work isn’t really about numbers. It’s about giving people clarity and structure so they can stop worrying and start focusing on the life they actually want to live. What I enjoy most is…
I’ve always been drawn to helping people make sense of things. I love taking something complex or overwhelming and turning it into something clear and manageable. A lot of what I do goes beyond paperwork and processes. Clients often come to us during big, stressful periods in their lives, juggling major financial decisions while dealing…
I get a buzz from making complex money stuff simple. Nothing beats that look on a client’s face when the puzzle pieces click. That lightbulb moment when their financial life finally makes sense. Nothing beats hearing how my guidance lets clients enjoy the retirement lifestyle they’ve envisioned. Their special trips, gifts for the grandkids –…
Coming from an accounting background, I was drawn to financial planning for the forward-looking approach and long-term relationships I get to build with clients. I love the technical side of my role, unraveling complexity and figuring out what clients need to do. That “aha” moment when everything clicks in place for a client is so…
I oversee operations, recruitment, HR and client experience – areas I’ve built expertise in during my 12+ years with the Navigate team. No two days look the same for me! I love the variety and problem-solving elements of my role. I keep the cogs turning behind-the-scenes details enabling our advisers to deliver great work. From…
With over 30 years of experience in the financial services industry, I love that my job allows me to build genuine, long-lasting relationships. Over the years, many clients have become friends – I genuinely care and want to see my clients do well. As a Certified Financial Planner and Specialist SMSF Adviser, I work primarily…
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