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Jeff Matthews - Financial Adviser

Read Jeff's recent articles.

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"I look for a long-term relationship with clients. I work hard to ensure my clients meet their financial and lifestyle goals.”

Jeff has been a practising Financial Adviser for over 17 years, and has been with Spicers since 1991. Jeff studied International Economics in California, and spent six years living and working in Sweden where he specialised in the areas of investment, foreign exchange and international loans.

On returning to New Zealand in 1979 he worked for a number of years in merchant banking. Jeff is a member of the Financial Planners and Insurance Advisers Association (FPIA) and holds the Certified Financial Planner (CFP) qualification. He is an executive member, and President of the Estate and Taxation Planning Council of New Zealand.

Jeff has developed considerable expertise in the area of estate planning. He advises individuals and professional trustees on developing prudent investment strategies for family trusts. Jeff often presents seminars on estate planning and workshops on pre-retirement for companies and individuals. Jeff is a regular commentator on investments and financial planning issues, both on radio and in the press.

Outside work, Jeff has had considerable success as a sportsman. He was the American indoor two-mile champion in 1973, and was awarded “All American” Honours in 1972, 1973 and 1974. He also represented Sweden in the World Cross Country Championships in 1979. Jeff is married and enjoys travelling, tennis and gardening.

Jeff Matthews, Financial Adviser, B.A. (Econ) CFP

Spicers Portfolio Management Limited
Level 22, 191 Queen Street
Private Bag 92091, Auckland, New Zealand
Phone +64 9 374 1819, Fax +64 9 379 0175
Mob +64 27 290 2276
Email Jeff

 

Published 6th Aug 2007

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by Patsprat 1st June 2010 I have just discoverd GrownUps and have found it very interesting reading the various areas available for discussion. On the financial side of things, this article and others by Jeff are very informative but I feel well and truly 'left behind' as I am one of those people who 'failed to plan' I guess and things aren't that rosy looking forward. We are 58 and 65 and both still working, earning a combined income of $90,000. We both hope to continue working for as long as we can, not just as a financial imperative but because we enjoy being active and involved. We've got a freehold home and about $40,000 in savings but really, up til now, we just haven't had a lot of spare money to divert to fancy investment schemes, even if we knew how to go about it. Admittedly we should have been on to it much earlier, but way back then the situation wasn't any better, every dollar was needed to keep the motgage going and everything else paid for without further debt. And we haven't bothered with overseas holidays, fancy cars, boats or electronic stuff for the kids (they still reckon they were deprived!) So what can we do right now to make the best of the situation? Apart from taking a Lotto ticket?
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