Matthew Norris, CFP®
Wealth Manager
Honours in Financial Analysis & Portfolio Management
I firmly believe that in every environment, one is measured by the value they add. My passion for the financial services industry, combined with my experience allow me to add unprecedented value to peoples lives, whether it be in the form of sound, unbiased financial advice or the structuring of a financial plan. I like to stay in tune with financial markets so that my clients do not have to.
What I love most about my job
Interacting with, and delivering a world class wealth management experience to my clients that exceeds performance, as well as service expectations.
Specialist areas of expertise, both locally & offshore
Investment management
Pre-and Post-Retirement Planning
Corporate treasury solutions
Risk & estate duty planning
Portfolio construction
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.