Wealth Matters.
Don't Just Retire, Retire Well.
About
Us
John Atkinson
Financial Adviser
John Atkinson is an Authorised Representative (ASIC No. 267539) of Lifespan Financial Planning AFSL No. 229892.
With a career spanning over four decades, John founded the firm in Caboolture in 1990, later rebranding to Wealth Matters in 2003.
When he's not advising clients you'll like find him riding the waves as an avid surfer.
Jed Atkinson
Financial Adviser
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Imogen Lopez
Office Manager
Jed Atkinson is an Authorised Representative (ASIC No. 1253761) of Lifespan Financial Planning AFSL No. 2292892.
Jed has 15 years of industry experience and has been advising clients since 2017.
When he's not advising, he's conversing in Japanese, a language he passionately speaks as a hobby.
Imogen is our indispensable Office Manager with over 20 years of service at Wealth Matters. She oversees everything that happens within the business.
In her spare time, you'll find her immersed in the world of Dungeons and Dragons, one of her favourite pastimes.
Nadia Lammi
Administration
Nadia has been with us for 10 years and works as our versatile Administrative Support. She handles everything from client communications to internal organisation.
When she's not busy keeping our operations in tip-top shape, you'll find her immersed in arts and crafts, her creative outlet
What
We
Offer
My Retire
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.
My Legacy
Concerned about your assets going to the wrong people or leaving your loved ones with a hefty tax bill? At Wealth Matters, we have the solutions to put your worries to rest.
My Insure
Get the insurance you need without the hassle. At Wealth Matters, we find you the perfect Life, TPD, Trauma, and Income Protection coverage that's tax-smart and budget-friendly. Peace of mind, simplified.
My Claim
Trust Wealth Matters for hassle-free Life, TPD, Trauma, and Income Protection claims. With years of expertise, we handle the complexities so you can focus on your health and family—all for a fraction of the cost you'd pay a lawyer. Your peace of mind is our business.
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My Invest
New to investing and not sure where to begin? We'll guide you through every step and even manage your investments for you. Leave the tricky stuff to us so you can spend your time where you want to.
Why
Us
Deep Industry Knowledge
Our deep understanding of market trends, investment strategies, and financial regulations sets us apart. Choose Wealth Matters for unparalleled expertise that turns financial complexity into your strategic advantage.
Years of Experience
With 70+ years of combined experience, our team at Wealth Matters has seen it all. From market fluctuations to changing financial landscapes, our advice isn't just theoretical—it's time-tested and proven. When you choose us, you're not just getting a service; you're gaining the wisdom and insights that come from decades in the field. Trust us to guide you through every financial decision with confidence and ease.
Expert Research
We combine our expertise with insights from Lonsec, a top-tier research house, to offer you investment advice that's both savvy and data-driven to your financial advantage.
Contact
Us
Our Address
6/3 Annie Street,
Caboolture, QLD 4510
Our Phone No.
07-5495-6911