Advisors

Matthew Wacker

Portfolio Manager

Matthew works with a select group of individuals and families to build customized portfolios to suit their investment objectives. Matthew enjoys working with clients who are just starting their financial journey all the way through to those looking to generate income from their investments in retirement and/or leave a legacy for their family.

As a discretionary Portfolio Manager, Matthew will listen and understand your unique situation, so he can customize a portfolio and solution that accommodates your long-term financial goals. Once the parameters are established, you can leave the day-to-day management to Matthew and his team, and focus on yourself.

Matthew grew up in New Zealand, and completed a Bachelor of Commerce and Administration (BCA) at Victoria University in Wellington. He holds the Chartered Investment Manager (CIM) designation, and is also licensed as a Life, Accident and Sickness insurance agent.

When not at work, you will find Matthew biking, camping or in the mountains with his wife and two children.

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