Jeff Matthews - Financial Adviser

Read Jeff's recent articles.

Managing Your Money with Low Interest Rates

Can You Go Wrong With Property?

The Crime of the Century

Bonds For Beginners

To Save or Spend?

Don't Panic, Hold On Tight

What is Ethical Investing?

The End of the Golden Summer for Housing?

Helping Multiple Generations of the Same Family

Lessons From Blue Chip

How safe is your Finance Company? (Jan 2008)

Diversification

Top 5 Investment Blunders

10 Tips to Avoid Bankruptcy by Boxing Day

Financial Tips for Children

Who's got the Money?

Life after Work

Can you have your PIE and eat it too?

$50 a week: is it worth saving?

Women are better investors.

Have you been scammed?

"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

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