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