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
2024 market outlook – what lies ahead for investment markets?
1 min read
A fresh start: 10 money management tips for 2024
1 min read
Wealth creation: common investment myths and fears to avoid
1 min read
Creating an intergenerational wealth roadmap
1 min read
Handling the psychological aspects of your transition to retirement
1 min read
How health and wellbeing factor into your retirement planning
1 min read
Conversations that count
1 min read
The role of shame in discussing finances with family
1 min read
The nature of financial conversations within Australian families
1 min read
Strengthening family finances in Australia through meaningful conversations
1 min read
For Gen X women, seeking financial advice could determine if they have a comfortable retirement
1 min read
Financial advice and the cost of doing it yourself
1 min read
Structuring your affairs now to minimise tax on your loved ones later
1 min read
How to build wealth in your 40s
1 min read
How to help your kids financially without hurting your retirement
1 min read
Estate planning 101: How to get your affairs in order
1 min read
Making the most of your superannuation: tips for pre-retirees
1 min read
Retirement planning: strategies for securing a comfortable retirement and a legacy of wealth
1 min read
Wealth management for families - how Findex can help
1 min read
Five considerations when investing for your kids and grandkids
1 min read
Q&A: Your top 5 financial planning questions answered
1 min read
How much does a financial adviser cost?
1 min read
Financial Planning 101: Financial Planning for Beginners
1 min read
Four ways to help prepare your kids to receive intergenerational wealth
1 min read
The Baby Boomers’ role in the great wealth transfer
1 min read
What's next in the financial adviser onboarding process
1 min read
Financial Adviser Meeting Checklist
1 min read
How to prepare for the first meeting with a financial adviser
1 min read
5 Common Myths About Financial Advisers
1 min read
Navigating Your Portfolio Through Uncertain Times
1 min read
Benefits of Hiring a Financial Adviser
1 min read
Rising inflation and the impact on your investment strategy
1 min read
Inflation, interest rates and the economy
1 min read
Staying the course through uncertain times
1 min read
What are multi-asset strategies?
1 min read
Rising Interest Rates: How Will It Affect You?
1 min read
Slowing growth, high inflation and rising interest rates fuel market volatility
1 min read
Selecting investment portfolios that help provide protection against inflation
1 min read
Russia’s invasion of Ukraine fuels market volatility and global uncertainty
1 min read
Three keys to successful retirement planning
1 min read