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
![Navigating superannuation in a cost of living crisis webinar](https://a.storyblok.com/f/109738/1920x1080/117847abd8/navigating-superannuation-in-a-cost-of-living-crisis-webinar.png/m/522x285/filters:quality(80))
Navigating superannuation in a cost of living crisis
1 min read
![Superannuation across generations](https://a.storyblok.com/f/109738/2316x1077/fffa6e4549/superannuation-across-generations.jpg/m/522x285/filters:quality(80))
Superannuation strategies: The key to building wealth across generations
1 min read
![2024 market outlook](https://a.storyblok.com/f/109738/1200x286/29f4d45d03/2024_findex_2024_findex_2024-market-outlook_hero-banner.png/m/522x285/filters:quality(80))
2024 market outlook – what lies ahead for investment markets?
1 min read
![Tips from a money management advisor](https://a.storyblok.com/f/109738/1200x286/c85abfe4ab/2024-money-management-tips.jpg/m/522x285/filters:quality(80))
A fresh start: 10 money management tips for 2024
1 min read
![Wealth creation myths](https://a.storyblok.com/f/109738/1200x286/891c410c5d/2023_findex_wealth-creation-blog_hero-banner.png/m/522x285/filters:quality(80))
Wealth creation: common investment myths and fears to avoid
1 min read
![Creating an intergenerational wealth roadmap](https://a.storyblok.com/f/109738/1200x286/ac001e4903/creating-an-intergenerational-wealth-roadmap.jpg/m/522x285/filters:quality(80))
Creating an intergenerational wealth roadmap
1 min read
![How to handle the psychological aspects of your transition to retirement](https://a.storyblok.com/f/109738/1200x286/64e4f5e743/handling-the-psychological-aspects-of-your-transition-to-retirement.jpg/m/522x285/filters:quality(80))
Handling the psychological aspects of your transition to retirement
1 min read
![How health and wellbeing factor into your retirement planning](https://a.storyblok.com/f/109738/1200x286/0183881847/2023_findex_wealth-article_defining-your-retirement_hero-banner.jpg/m/522x285/filters:quality(80))
How health and wellbeing factor into your retirement planning
1 min read
![Conversations That Count](https://a.storyblok.com/f/109738/2009x1118/b37a99dd4d/conversations-that-count-thumbnail.png/m/522x285/filters:quality(80))
Conversations that count
1 min read
![The role of shame in family finances](https://a.storyblok.com/f/109738/1200x286/695c123419/the-role-of-shame-in-family-finances.jpg/m/522x285/filters:quality(80))
The role of shame in discussing finances with family
1 min read
![The nature of financial conversations within Australian families_Banner](https://a.storyblok.com/f/109738/1200x286/966c5d4347/the-nature-of-financial-conversations-within-australian-families_banner.png/m/522x285/filters:quality(80))
The nature of financial conversations within Australian families
1 min read
![Hero image_ strengthening conversations](https://a.storyblok.com/f/109738/1200x286/ccf84f248f/hero-image_-strengthening-conversations.jpg/m/522x285/filters:quality(80))
Strengthening family finances in Australia through meaningful conversations
1 min read
![Gen X women](https://a.storyblok.com/f/109738/1200x286/f3791f431b/gen-x-women.jpg/m/522x285/filters:quality(80))
For Gen X women, seeking financial advice could determine if they have a comfortable retirement
1 min read
![Financial advise and the cost of doing it yourself](https://a.storyblok.com/f/109738/1200x286/38afce944b/financial-advise-and-the-cost-of-doing-it-yourself.jpg/m/522x285/filters:quality(80))
Financial advice and the cost of doing it yourself
1 min read
![Minimising tax](https://a.storyblok.com/f/109738/1200x286/cbdc31abe5/hero-structuring-your-affairs.jpg/m/522x285/filters:quality(80))
Structuring your affairs now to minimise tax on your loved ones later
1 min read
![Build-wealth-in-your-40s](https://a.storyblok.com/f/109738/1200x286/850d9e91f0/insight-article-banners9.jpg/m/522x285/filters:quality(80))
How to build wealth in your 40s
1 min read
![How to help your kids without hurting your retirement](https://a.storyblok.com/f/109738/1200x286/d8b9389973/pre-retirees.png/m/522x285/filters:quality(80))
How to help your kids financially without hurting your retirement
1 min read
![Pre-retirees with financial planner](https://a.storyblok.com/f/109738/1200x286/7b7c284079/estateplanning1.png/m/522x285/filters:quality(80))
Estate planning 101: How to get your affairs in order
1 min read
![Superannuation advice: How much super should I have?](https://a.storyblok.com/f/109738/1200x286/f7dd3bed88/hero-super-advice.jpg/m/522x285/filters:quality(80))
Making the most of your superannuation: tips for pre-retirees
1 min read
![pre-retiree-financial-strategies](https://a.storyblok.com/f/109738/1200x286/c3a186b269/financial-strategies.jpg/m/522x285/filters:quality(80))
Retirement planning: strategies for securing a comfortable retirement and a legacy of wealth
1 min read
![multiple generations fishing](https://a.storyblok.com/f/109738/1200x286/7e218c3763/investing-for-your-kids-and-grandkids.png/m/522x285/filters:quality(80))
Wealth management for families - how Findex can help
1 min read
![Elderly couple on a walk](https://a.storyblok.com/f/109738/1200x286/7919c362c2/investment-considerations-hero.jpg/m/522x285/filters:quality(80))
Five considerations when investing for your kids and grandkids
1 min read
![Your top 5 questions answered](https://a.storyblok.com/f/109738/1920x1080/2b8f3bf4e0/q-a-thumbnail_.png/m/522x285/filters:quality(80))
Q&A: Your top 5 financial planning questions answered
1 min read
![Signing a contract](https://a.storyblok.com/f/109738/1200x286/a6cf7a4a27/meeting-8.jpg/m/522x285/filters:quality(80))
How much does a financial adviser cost?
1 min read
![Girl in front on the PC, talking on the phone](https://a.storyblok.com/f/109738/1200x286/c1353f7860/girl-in-front-of-the-pc.jpg/m/522x285/filters:quality(80))
Financial Planning 101: Financial Planning for Beginners
1 min read
![Educating the next generation](https://a.storyblok.com/f/109738/1200x286/5483b49e28/wealth-report_insight-image_1.jpg/m/522x285/filters:quality(80))
Four ways to help prepare your kids to receive intergenerational wealth
1 min read
![Future generation](https://a.storyblok.com/f/109738/1200x286/614e3e65c6/wealth-report_insight-image_hero.jpg/m/522x285/filters:quality(80))
The Baby Boomers’ role in the great wealth transfer
1 min read
![Onboarding new clients](https://a.storyblok.com/f/109738/1200x286/54f9b8d509/client-onboarding.png/m/522x285/filters:quality(80))
What's next in the financial adviser onboarding process
1 min read
![Planning and meeting preparation](https://a.storyblok.com/f/109738/1200x286/490a9e25e8/insight-article-banners3.jpg/m/522x285/filters:quality(80))
Financial Adviser Meeting Checklist
1 min read
![Client meeting an adviser smiling](https://a.storyblok.com/f/109738/1200x286/ee997dbc70/insight-article-banners1.jpg/m/522x285/filters:quality(80))
How to prepare for the first meeting with a financial adviser
1 min read
![](https://a.storyblok.com/f/109738/d3cee7616a/meeting-9.jpg/m/522x285/filters:quality(80))
5 Common Myths About Financial Advisers
1 min read
![Inflation webinar Thumbnail](https://a.storyblok.com/f/109738/1920x1080/c7f425ab42/inflation-webinar-thumbnail.png/m/522x285/filters:quality(80))
Navigating Your Portfolio Through Uncertain Times
1 min read
![](https://a.storyblok.com/f/109738/fc123d589e/meeting-4.jpg/m/522x285/filters:quality(80))
Benefits of Hiring a Financial Adviser
1 min read
![Data 3](https://a.storyblok.com/f/109738/1200x286/7b2d2a3c78/data-3.jpg/m/522x285/filters:quality(80))
Rising inflation and the impact on your investment strategy
1 min read
![inflation, interest rates and the economy](https://a.storyblok.com/f/109738/1920x1080/cc4bf6f496/inflation-thumbnail-no-play-button.png/m/522x285/filters:quality(80))
Inflation, interest rates and the economy
1 min read
![Stock Market](https://a.storyblok.com/f/109738/1200x286/72cee860bf/microsoftteams-image-2.png/m/522x285/filters:quality(80))
Staying the course through uncertain times
1 min read
![](https://a.storyblok.com/f/109738/fe4e998ee1/elderly-couple-facetiming.jpg/m/522x285/filters:quality(80))
What are multi-asset strategies?
1 min read
![](https://a.storyblok.com/f/109738/29af33475c/employee-meeting-5.jpg/m/522x285/filters:quality(80))
Rising Interest Rates: How Will It Affect You?
1 min read
![](https://a.storyblok.com/f/109738/b1b8671817/senior-woman-working-from-home.jpg/m/522x285/filters:quality(80))
Slowing growth, high inflation and rising interest rates fuel market volatility
1 min read
![Stocks on mobile](https://a.storyblok.com/f/109738/1200x286/d242ca3ea5/stocks-on-mobile.jpg/m/522x285/filters:quality(80))
Selecting investment portfolios that help provide protection against inflation
1 min read
![](https://a.storyblok.com/f/109738/163790641e/data-7.jpg/m/522x285/filters:quality(80))
Russia’s invasion of Ukraine fuels market volatility and global uncertainty
1 min read
![](https://a.storyblok.com/f/109738/164e139d2f/3-keys-to-retirement-banner.jpg/m/522x285/filters:quality(80))
Three keys to successful retirement planning
1 min read