SMART FINANCE LIFE PLANNING - Key Persons
Job Titles:
- Paraplanner and Office Manager
Qualifications
My professional life
I've been with Smart Finance for over four years, and I am currently studying to become a Qualified Financial Adviser (QFA). My role involves working with our Certified Financial Planner to develop Holistic Lifestyle Financial Planning and product solutions for our clients and enhance the overall level of advice, service and solutions offered. I'm also responsible for generating and uploading weekly blogs to our website, generating and issuing monthly newsletters to clients and lastly the day-to-day office management to ensure everything runs smoothly.
My wife and I have been receiving advice from Pat Matthews at Smart Finance for the last five years. We would and no hesitation in recommending his services. He eased many financial concerns we have had by explaining complex financial information to us in a clear, easy to understand way. As a result of Pat's professional guidance, we have been able to confidently plan and implement decisions that meet our financial targets. Pat has given us peace of mind that we are doing the right things to safeguard our future.
Job Titles:
- Founder
- Senior Advisor
- Certified Financial Planner
Qualifications
My professional life
Pat Matthews is the Founder and Senior Advisor at Smart Finance.
Before setting up Smart Finance, Pat held a senior advisory role in Canada Life and completed a bachelor's degree in Business Studies. The knowledge and experience gained were the ideal foundation for providing advice to a wide range of personal and business clients.
As a Qualified Financial Advisor (QFA), Retirement Planning Adviser (RPA) and Certified Financial Planner (CFP®), the wealth of knowledge and experience gained over 25 years has enabled Pat to develop a client tailored approach to Holistic Lifestyle Financial Planning and to significantly enhance the advice, service and solutions offered to clients as they move through the various stages of their lives.