Matthew brings a technically grounded perspective shaped by advanced study and hands-on experience with complex life stages. He is particularly motivated by helping people navigate periods of uncertainty, ensuring financial decisions remain practical, considered, and aligned with long-term direction.
28/20 Commercial Rd, Melbourne VIC 3004
1 3000 ACTON ( 1300 022 866 )
Matthew Jacobson is a seasoned financial adviser with over a decade of experience in the financial services industry. Matthew has honed a deep understanding of strategic financial planning, placing strong emphasis on technical knowledge and practical, tailored advice. His approach to financial planning is holistic, addressing clients’ immediate needs while building a clear roadmap for their long-term financial goals.
Matthew is a Senior Financial Adviser at ActOn Wealth, a boutique financial planning firm known for its commitment to empowering clients to take control of their financial futures. ActOn Wealth is built on values of trust, integrity, and transparency, providing personalised and holistic financial advice. The firm’s mission aligns with Matthew’s own professional philosophy, ensuring clients receive not only technical expertise but also compassionate, client-first financial guidance.
At the core of Matthew’s practice is a passion for empowering his clients to make informed financial decisions. He blends technical expertise with a personalised approach, ensuring that each client’s financial plan is tailored to their unique circumstances, whether it’s building wealth, securing a comfortable retirement, or navigating complex financial situations.
When you choose Matthew as your financial adviser, you’re partnering with someone who is not only deeply knowledgeable but also genuinely invested in helping you achieve your financial aspirations.
At ActOn Wealth, Matthew offers a full suite of services, including:
Matthew is a firm believer in the importance of continuous education, and holds the following qualifications:
His expertise also extends to specialised areas, including aged care, where his accreditation allows him to deliver even more value to his clients during critical life transitions.
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