Building Wealth, Protecting Wealth, Creating Peace of Mind.
Why we exist
Matich Financial Planning is seeking to be a new force in Financial Advice in Western Australia. We are a new company unencumbered by mistakes of the past. We are willing and dedicated to creating a brighter future for our clients and the advice industry as a whole. We have an untiring commitment to transparent advice and achieving positive outcomes for our clients.
We will do this by providing amazing personal service that will be in your best interest not the companies or the advisers. We will be putting your own personal goals and aims first and be open and frank with you about what you need to do to achieve them. We do not like to sugar-coat life, but nor will we shy away from hard work if it means a better life for you, our client.
We do not seek out wealthy clients as our clients will become wealthy over time with our advice and the relationship. We simply seek out people who value advice and who are willing to listen and trust their own judgement. We invite you now to join us on this journey; dare with us: to have the courage to simply try and achieve your potential.
About Us
Matich Financial Planning
MFP is a holistic advice firm. This means we deal with a range of financial products to help achieve your financial goals. The products we offer will be in line with your goals and interests not the advisers. These goals can be as wide and varied as: protecting your family from the unforeseen, finding out what the most appropriate way to invest surplus income is, Investments and saving for the future, or a complex estate plan that protects your children from their future partners or creditors.
MFP was founded out of frustration with an industry in turmoil. The Royal commission into financial advice, the Banking scandal, and the discovery of ‘fee for no service’ have tarnished the industry. This has resulted in a wave of regulation that has seen thousands of advisers leaving the industry and the cost of advice increasing by over 40%. Some estimates foresee 2 million Australians being stuck in financial products without being able to find affordable advice.
We intend to break the mould by finding efficiencies that are being underutilised in your financial situation that create significant savings and peace of mind.
Who we help
Creating a solid foundation of wealth
Your student loans are almost paid off, you may be changing jobs or starting a business or planning to start a family. You might want to renovate your home, pay for your children's education, enjoy an amazing holiday or build your investment portfolio. Or you may simply be wondering how you can better organise your finances so you have more freedom to choose.
Retirement countdown
You've probably got on top of many life responsibilities and might be looking to make more lifestyle choices for yourself. If you have children, they’re likely to be less dependent and may have left home. You might want to help fund your children’s further education or help them purchase a car or their own place.
Retire in style
The lifestyle of people in this stage and older are becoming increasingly diverse. More people are travelling, taking up new sports, learning new skills and working later in life. You might have retired, be semi-retired or still be working full-time. Perhaps you want to help your grandchildren or children financially. You may even be considering downsizing your home to make sure your money lasts for a long time, and to support your lifestyle choices.
Your Adviser
James Matich
Director and Senior Financial Adviser
James Matich is an Authorised Representative No. 246638 of InterPrac Financial Planning (AFSL 246638)
Tell your friends and family
Our business has grown through referrals by other professionals who want their clients to benefit from good financial advice and, by our own clients, who want the same for their friends, family and colleagues. So if you know of anyone who could also benefit from our services, please feel free to refer them to us, please don’t keep us a secret.