Coastal Advisory Australia - Melbourne

Matthew has been our financial planning advisor for 5 years now. He is professional, knowledgeable and has our financial interests at the heart of everything he does for us. We would highly recommend Matthew and the team at Coastal Advisory Australia if you’re looking for someone who listens, is patient when you’re a little confused (like we’ve sometimes been) and provides an excellent service to help plan your future.

Working with Matthew Smith has been incredibly valuable for us, especially when navigating significant financial decisions, retirement planning and insurances. He has a talent for breaking down complex financial strategies into straightforward, easy-to-understand steps. Matthew genuinely has our interests at heart, and we feel incredibly confident in our financial roadmap thanks to his guidance. Five stars.

Matthew and Melinda have provided outstanding service to me for many years. My requests have never been too much for them and I have been well educated by them to ensure that I understand the advice I have been given. I would recommend them highly.

We’ve worked with Matt for over eight years, and he’s been fantastic. A great financial advisor, he has a great depth of knowledge and steady judgment. His portfolio management has consistently driven great returns, and his calm, measured advice keeps us focused on the big picture. We couldn't recommend him more highly.

Matthew is a very professional and intelligent advisor, as well as being very personable and friendly

Matthew has been an outstanding financial adviser, providing expert advice, exceptional support and an impressive depth of knowledge in financial services. He takes the time to explain everything clearly, making what can seem complicated easy to understand and giving us confidence in every decision. Thanks to Matthew’s guidance, we now feel confident about our retirement plans and know we’re on the right path for the future. I highly recommend Matthew to anyone looking for a knowledgeable, trustworthy and genuinely caring financial adviser.