Specialist Financial Planning Advice
Tony has been a business professional for more than 23 years. He has performed a variety of roles over that time but most relevant to you would be financial planning, taxation, trust administration, lending, debt consolidation, funds processing, administration and investment management. Tony has won many awards for service excellence and exceeding benchmarks and expectations. This enables Tony to view your financial situation from many angles with the view to providing a holistic tailored solution for you.
Tony’s goal is not to make millions of dollars but to provide his clients with the tools and/or education to build, increase and maintain their wealth. So whether you want to take charge of your own portfolio or find someone you trust to look after things for you, Tony is more than happy to oblige.
SWM Finance Matters is a professional, holistic financial services company with well over 25 years of experience. We understand that our relationship with each client will be built on trust, integrity and professionalism.
SWM Finance Matters prides itself on discovering and delivering strategic solutions designed to meet your personal or business needs. We select from a wide range of best-of-breed products and strive to find the right product to suit all of your current and future requirements.
We are not driven by fees, preferring to establish lasting relationships built on providing good value-for-money service. Our fees are discussed once all your needs have been discovered and must meet your approval before we are authorised to proceed.
For all new clients we have chosen not to charge trailing commissions and where applicable, rebate these fees back into your account, allowing your hard-earned dollars to work even harder. We tailor our solutions, service and advice to meet your specific personal or business needs.
At SWM – Finance Matters!
"Professional, extremely helpful and approachable no matter what."
Kathryn 15 April, 2021