Introducing Matthew D’Souza!
We are thrilled to have Matthew join us as a member of our team!
Having lived on three continents and in six cities, Matthew is a citizen of the world! And it is that very background that helps him relate to clients from all walks of life.
After catching the advisory bug young, Matthew left a successful career in performance marketing to guide his clients through the financial maze of life.
With a special focus on KiwiSaver and financial planning, his aim is to delight every client with the retirement that they dream of. Seeing his clients' success is what drives him and gets him leaping out of bed in the mornings!
Driving is something Matthew does a lot of—he’s a huge enthusiast, particularly of Italian cars! He also has a soft spot for watches and passes the time sampling tunes from his large music library.
Join us in welcoming Matthew to the team!
If you have been thinking of enrolling in KiwiSaver or reviewing what you have in place, please let us know and Matthew will be in touch with you.
Looking to save money on your insurance?
Our trusted advisers are skilled at finding the best cover for you – not just selling you the most expensive cover. We understand that every dollar counts.
Book in for free, no-obligation financial advice with one of our trusted advisers today and receive a voucher to match your first month’s premium (up to $100).
This applies to any new home loans or personal insurance covers (life, trauma , mortgage / income protection or health insurance).
Already got your cover sorted? Pass this on to another union member to help them out too.