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Matthew Kelly

Certified Financial Planner ® | B.Bus | Dip.Bus | Authorised Representative No. 314983

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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Rebekah Young

Rebekah Young

Practice Manager

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Latest insights

As we transition from the working world into retirement, our financial perspectives undergo significant shifts. While we’re working, we have the reassurance of regular pay. This allows us to plan, save for one-off costs, and even extend our retirement timeline if something goes wrong. However, once we retire, the flow of a salary stops and we often face anxiety over the pool of money for retirement not being enough. Understanding the cognitive biases that affect us during these stages can help manage these transitions more effectively.
$1,000,000,000 ($1 trillion) will be passed on to the next generation of Australians by 2025, this number is projected to balloon to $3.5 trillion by 2025. It is a life altering event and one of life’s major financial crossroads, bringing new challenges and complexity as your lifestyle and wealth management goals change.