SUTHERLAND

Matthew Staples

Financial Planner

M: 0447 526 609

  • Bachelor of Commerce (Finance and Financial Planning)
  • TASA and the TPB Code of Professional Conduct qualification
  • Margin Lending licence

My path to FuturePoint Wealth 

I walked into the MCFP / FinChoice franchise in Sutherland in 2017 to gain a bit of work experience as an admin assistant just before my final uni exams. 

I never left. 

It was awesome to qualify as financial planner in 2018 and I’m excited to be part of the FuturePoint Wealth team.

Why I love what I do

I’m passionate about meeting you and setting you on the path to financial success. I love taking time to understand you, what motivates you in your life, in your relationship with money and the goals you want to set.

My favourite career moment so far?

Recently working with a couple to patiently build their wealth enough to buy their first home. They were so excited and proud. So was I.

My top tip

It’s never too early or too late to start working with a financial planner.

I wish someone had told me that …

Red Bull does not, it turns out, give you wings.

What our clients are saying