WealthArc Financial Advisory

Been with Matt McCarthy for 15 years or more managing my finances and superannuation, if there has been anything I need to know Matt is only a phone call away, nothing has been a problem My wife passed away recently and Matt was there for me . Nothing was a problem for him sorting through our finances and making sure everything was sorted. Most trusted and outstanding person. Regards. Richard Simmons

When it comes to preparation for retirement one needs to have a person they can trust with their life’s hard-earned finances. Daniel has been this person for me and I’m extremely grateful to have had him manage my superannuation and now pension fund for the past 13 years. During this time an outstanding professional relationship has been established where I have come to rely on him to act with my best interests at heart. I rest assured that through his expertise and advice I will be financially secure in retirement. Having limited understanding in this field, Daniel’s ability to explain matters simply and clearly has been crucial to me. His prompt response to phone calls or emails is truly appreciated. Daniel is highly recommended to manage your finances.

A review on Matthew. That's easy! More than 16 years of dealing with Matthew ... panic phone calls, etc, he was and is always able to calmly explain what is happening in the global economy and as he says - leave the worrying up to him and that's exactly what I have done for many years now.
Matthew is calm, articulate, polite, respectful of inane questions, trustworthy and extremely knowledgeable of the finance world. His reviews are explained well and understood.
I don't believe you could get a better and more helpful financial adviser.

Matt McCarthy is an experienced well qualified financial planner, knowledgeable in all aspects of retirement advice and is backed up by sound research and administration. He applies a comprehensive financial planning method, with a view to work his clients through the maze of Government regulation (and complexities of the investment markets), to come up with an agreed workable solution. Following my retirement, Matt and I came up with a comprehensive financial plan, encompassing all asset classes, embedded in a sound administrative platform. This is a key area for me as I can access my account online at any time. Any queries Matt is accessible at any time. My plan is regularly reviewed and includes flexibility to change (if required). This is an important component to any advice model and is an ongoing part of the service that Matt provides. In my case the end result is a sound retirement strategy that is tailored exactly to my financial situation, with the comfort of knowing my adviser is working for me. I would have no hesitation in recommending Matt to anyone seeking professional financial advice.

Dan (and Jo) have been outstanding. Spent plenty of time really understanding what was most important to us and then providing a personalised recommendation that ticked all the boxes. Easy to talk to, quick to respond and all over their subject matter. Thx 10 out of 10 🙏