What our Clients Say
I was a first home buyer when I first met Matt. His professionalism, punctuality and attention to detail helped me purchase my first place. He has since helped me with putting together a plan to help me to continue to grow and build my wealth in the future
I would and have recommended Matt to my friends & family who are looking for financial advice as he provides great quality service I trust. Thanks Matt for helping me out & for your continuing care & support.
I contacted Matt at Custodian Financial Advice in relation to changing from my employer provided super fund to something more personal. Something I’d have more control of in relation to world markets and how my money is invested.
While meeting with Matt and working through what I had in place, we went a step further and put together a new plan for my retirement that will have me a lot better off financially in 20 years than I ever thought possible.
Honest, current financial advice makes a massive difference. I should have done this years ago. At least my money is where it should be now. At work.
Matt’s advice helped us to finally understand the importance of financial security and personal insurance for our future. As we both work long hours Matt was able to accommodate and meet outside the traditional ‘office’ hours which was a huge convenience for us.
Matt is always prompt and courteous with requests for information and/or follow-up (with a little bit of comedy thrown in). We have never hesitated to pass on Matt’s details when the topic of finances comes up and to our delight we still have all our family and friends ?.
“We had Matt to come and meet with us to discuss refinancing our home loan with a view to also purchase an investment property. Matt’s advice was fantastic and he helped secure us a much better home loan for our principle place of residence. Additionally, Matt also advised us on restructuring our superannuation accounts to help save us money in fees and charges and also worked with us to ensure we have adequate insurance cover to protect us against anything going wrong. This really gave us piece of mind that we could move on with investing knowing that we had our superannuation and insurances all covered.
12 months later we reached out to Matt to help us secure a loan for our investment purchase and again this was very easy. Matt handled everything for us (and being overseas this helped a great deal!) and very quickly our loan was approved at a fantastic interest rate. Our initial financial plan was then revised and updated to keep in line with our long term goals and aspirations. This is all part of his on-going service with no additional charge.
The one thing that really impressed us with Matt is that we can reach out to him at any time if we have any questions or need any information and he is happy to help, not to mention fast! We will definitely be reaching out to Matt for our next property purchase and have recommended him to many of our friends and family.”
We would like to acknowledge what a fantastic job Matt Young has done for us. He helped us organising both the refinancing of our home loan and more recently our life, TPD Income Protection insurance and restructuring our superannuation
Matt was very impressive, from putting together strategies, to his knowledge of the products, his organisation skills and most important to us his communication throughout the whole process on all accounts !! He has the ability to articulate complicated strategies and ideas into ever day language making it simple for us to understand. We would highly recommend Matt from Custodian Financial Advice to anyone looking for help with at finance and financial advice.
My wife and I have been very impressed with the professional and personal approach that Custodian Financial Services have provided us. We have been carefully guided with clear financial information throughout the entire chain of events that occurs when buying and re-financing a property. With both of us working full time and with a young family, we would have found it almost impossible to deal with a traditional financial institution on our own. Matt was able to accomodate us with home visits that suited us, with clear and refreshingly honest advice. Matt was also able to provide us with much needed help sorting out our superannuation as well as organising life insurance policies - items that are now very relevant to us, especially with a mortgage and young family to support. Matt has always been proactive with our case, with regular communication...such a rarity these days.
We have no hesitation in highly recommending Custodian Financial services to anyone.
"We were recently put in contact with Matt through our mortgage broker to set up dreaded financial structures and insurance after purchasing our first home. Matt's communication and professionalism was second to none. Matt was and is efficient, friendly and knowledgeable in all areas, which made the process easier for us to understand and set up appropriately to our current circumstances. Custodian financial advice offers honest, quality and affordable financial advice. We wouldn't hesitate to recommend Custodian Financial Advice to family and friends.
Matt provided us with sound financial advice, he found solutions to our financial needs & goals. Matt delivered this to us in way that was easy to understand & uncomplicated. In an financial environment that is shadowed in uncertainty we have no doubt that our goals are attainable with the help of Matt.