Matthew Kelly

Certified Financial Planner ® | B.Bus | Dip.Bus

I place a great deal of importance in listening to my clients, to gain an understanding of their situation and what their objectives are – and then educating them so they feel comfortable to make an informed decision.

 I very much value and enjoy the long-term relationships I’ve built with many clients, and look forward to building one with you also.

A bit about me professionally…

I’ve been advising clients since 2006 and can assist with all general financial planning matters, such as retirement planning and Centrelink issues.

My speciality is in Aged Care. This is an important service that Goldsborough and I are pleased to be able to provide to clients and/or their families.

If you’re seeking advice on aged care for yourself or a loved one, I’m happy to have a group meeting with all family members who are key to the process.

Working in conjunction with other aged care professionals when needed, my aim is to ensure the best possible outcome by helping you navigate your way through this complicated area.

I regularly host retirement living and aged care seminars in the Goldsborough boardroom, providing general information to help people just starting on the journey.  You can find out more here. I’ve also been a guest speaker on this topic for other groups and organisations.

A bit about me personally…

My family and I are all heavily involved in sport – especially football, cricket and netball. So much of my time away from the office is spent proudly watching and supporting my three children with their sporting commitments. I’m also a keen fisherman and very much enjoy being out on the water catching what’s available, based on the season and location.

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CERTIFIED FINANCIAL PLANNER® is a certification mark owned by the Certified Financial Planner Board of Standards Inc. (USA) and used by the FPA under license.

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Kim Nutt

Kim Nutt

Client Service Manager

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Latest insights

Whilst there is often no single cause for market volatility, there are some conditions that can lead to it. In recent times, we have seen concerns about when interest rates and inflation, the perception of a housing market bubble, and instability in global affairs affect the ability of investors to obtain a reliable picture of the future. While these kinds of stories are not new and may not have triggered the recent stock market fall, they are some of the forces at play in the current market turmoil.
The type of concession card you may be eligible for is based on your age and circumstances. A Pensioner Concession Card (PCC) is issued to pensioners, a Low Income Health Care Card (LIHCC), is issued to someone on lower income, regardless of their age, and a Commonwealth Seniors health Card (CSHC), is available to someone who is above age pension age and doesn’t qualify for any social security payment.
The last 3 years in markets have been a challenging time, first came COVID and then the Russian invasion of Ukraine, it’s hard to see the light at the end of the tunnel. Household consumption is the primary force behind economic growth and it’s been experiencing a difficult combination of soaring mortgage rates, increased living expenses and persistent inflation. Together, these things are causing a decrease in disposable income. These strains are likely to persist for a while yet and are causing the short-term fluctuations you might be seeing in your portfolios, depending on your level of share exposure.