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Knowing your stuff is one thing, but to really help clients achieve their financial goals, Matt Davis knows success really comes down to relationships.
“Being well-educated, articulate and knowledgeable is one thing, but drilling down and getting to know your clients and providing solutions really is the key to forming long-term, trusting partnerships. I’ve always had a very keen interest in my clients’ journeys and their wealth creation needs, I thoroughly enjoy assisting them with their finances throughout that journey. It’s a long-term relationship.”
As a Nectar broker, Matthew has access to more than 30 lenders across Australia and can help you complete all of the required documentation, including a First Home Owner Grant application if it’s available to you. He has more than 20 years of experience in the financial services industry, and for the last 12 years has operated his own business providing high-level finance advisory services for accounting, financial planning and investment property companies, as well as mortgage broking.
As such, he has specialist knowledge of commercial and business lending, asset finance and reverses mortgage lending, as well as home loans.
“The services I offer are very much based around each client’s needs and requirements and are part of a proactive approach to increasing their wealth and improving their financial position. I am here to offer solutions and make a difference, through genuine partnerships with my clients.”
Matthew Davis holds an Australian Credit Licence (Australian Credit Licence Number 510343).