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Matthew Swieconek
Head of Investment Relations
Biography
For more than twenty years, Matthew has held a variety of client advisory and corporate roles across the Wealth Management industry in Australia and the UK, with a particular focus on high-net-worth individuals and families, as well as not-for-profit organisations. As Head of Investment Relations for Findex, Matthew works in collaboration with the Findex Investment Team and Findex Financial Advisers to help construct and deliver the Findex investment proposition to clients.
Matthew holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance. He is a member of the Financial Planning Association of Australia (FPA) and the Financial Services Institute of Australasia (FINSIA).
My Specialities
Wealth ManagementOffice Location
Articles by me
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Wealth creation: common investment myths and fears to avoid
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By Matthew Swieconek 1 min read
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Creating an intergenerational wealth roadmap
By Matthew Swieconek 1 min read
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Handling the psychological aspects of your transition to retirement
By Matthew Swieconek 1 min read
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How health and wellbeing factor into your retirement planning
By Matthew Swieconek 1 min read
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Conversations that count
By Matthew Swieconek 1 min read
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The role of shame in discussing finances with family
By Matthew Swieconek 1 min read
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The nature of financial conversations within Australian families
By Matthew Swieconek 1 min read
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Strengthening family finances in Australia through meaningful conversations
By Matthew Swieconek 1 min read
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For Gen X women, seeking financial advice could determine if they have a comfortable retirement
By Matthew Swieconek 1 min read
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Financial advice and the cost of doing it yourself
By Matthew Swieconek 1 min read
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Structuring your affairs now to minimise tax on your loved ones later
By Matthew Swieconek 1 min read
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How to build wealth in your 40s
By Matthew Swieconek 1 min read
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How to help your kids financially without hurting your retirement
By Matthew Swieconek 1 min read
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Estate planning 101: How to get your affairs in order
By Matthew Swieconek 1 min read
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Making the most of your superannuation: tips for pre-retirees
By Matthew Swieconek 1 min read
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Retirement planning: strategies for securing a comfortable retirement and a legacy of wealth
By Matthew Swieconek 1 min read
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Wealth management for families - how Findex can help
By Matthew Swieconek 1 min read
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Five considerations when investing for your kids and grandkids
By Matthew Swieconek 1 min read
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Q&A: Your top 5 financial planning questions answered
By Matthew Swieconek 1 min read
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How much does a financial adviser cost?
By Matthew Swieconek 1 min read
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Financial Planning 101: Financial Planning for Beginners
By Matthew Swieconek 1 min read
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Four ways to help prepare your kids to receive intergenerational wealth
By Matthew Swieconek 1 min read
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The Baby Boomers’ role in the great wealth transfer
By Matthew Swieconek 1 min read
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What's next in the financial adviser onboarding process
By Matthew Swieconek 1 min read
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Financial Adviser Meeting Checklist
By Matthew Swieconek 1 min read
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How to prepare for the first meeting with a financial adviser
By Matthew Swieconek 1 min read
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5 Common Myths About Financial Advisers
By Matthew Swieconek 1 min read
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Navigating Your Portfolio Through Uncertain Times
By Matthew Swieconek 1 min read
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Benefits of Hiring a Financial Adviser
By Matthew Swieconek 1 min read
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Rising inflation and the impact on your investment strategy
By Matthew Swieconek 1 min read
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Inflation, interest rates and the economy
By Matthew Swieconek 1 min read
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Staying the course through uncertain times
By Matthew Swieconek 1 min read
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What are multi-asset strategies?
By Matthew Swieconek 1 min read
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Rising Interest Rates: How Will It Affect You?
By Matthew Swieconek 1 min read
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Slowing growth, high inflation and rising interest rates fuel market volatility
By Matthew Swieconek 1 min read
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Selecting investment portfolios that help provide protection against inflation
By Matthew Swieconek 1 min read
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Russia’s invasion of Ukraine fuels market volatility and global uncertainty
By Matthew Swieconek 1 min read
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Three keys to successful retirement planning
By Matthew Swieconek 1 min read