Financial advisers in Caboolture since 1990
Retirement, super, estate planning, insurance and claims. Explained in plain English, planned properly, by a local family firm that has been doing this for over three decades.
Not sure? Book a 30-minute chat and we'll work it out together.
Pick a topic to see how we help. Most clients start with one and end up covering a few.
Unsure if you have enough for retirement? Confused by superannuation and how it works? We'll give you the confidence to retire on your terms.
Book a time online or call the office. We listen to where you are now and where you want to be. Your first meeting is free.
We put together advice built around your goals, and walk you through it until it makes sense. No jargon.
Life changes, and so do markets and rules. We sit down with you every year to review your plan and adjust as you go.
A small, local team who get to know you, not a call centre.
A career spanning more than four decades. Founded the firm in Caboolture in 1990. Authorised Representative, ASIC No. 267539.
Off the clock: riding the waves as an avid surfer.
15 years in the industry, advising clients since 2017. Authorised Representative, ASIC No. 1253761.
Off the clock: conversing in Japanese, a language he loves.
Over 20 years at Wealth Matters. Imogen oversees everything that happens in the business.
Off the clock: Dungeons and Dragons, one of her favourite pastimes.
With us for 10 years, Nadia handles everything from client communications to keeping the office running.
Off the clock: arts and crafts, her creative outlet.
John started the firm in Caboolture in 1990 and it became Wealth Matters in 2003. We're still here on Annie Street, serving the same community.
With over 70 years of combined experience, we've guided clients through market swings, rule changes and life's curveballs.
Our investment advice draws on Lonsec, an independent Australian research house, so recommendations are grounded in data.