Matt Dragovic takes a methodical and relationship-focused approach, helping clients understand their priorities before building strategies to support them. His detail-oriented style and broad experience allow him to guide clients through challenges and opportunities with confidence. As an experienced planner, he provides clear direction and practical support for long-term financial security.
Level 24, Tower 3, 300 Barangaroo Ave, Barangaroo NSW 2000
Understanding a client’s unique financial situation and then helping them build a pathway to wealth is the experience that Matt finds most satisfying in his role. Matt believes that building strong relationships with clients is the only way to find the right financial solutions for them.
Matt is the founder of LDM Private Wealth having been in the finance industry since in 2002. He established LDM from his previous role with Westpac Private Bank where he won a number of national awards.
Matt loves taking time to allow clients to truly identify what is most important for each client, essential for setting and prioritising their individual goals. This forms the foundation of their relationship to utilise their vast experience, skills and understanding to form an aligned plan focusing on realising these dreams. Matt values the inherent trust from clients very seriously and loves nothing more than bringing their dreams and plans to life.
Matt abides by the philosophy that “Understanding where you want to be financially in the future is just as important as the Journey to reaching that goal”. With this in mind, he takes a methodical approach to his work, ensuring that “no stone is left unturned” in his pursuit of successful outcomes for clients.
One of Matt’s strongest beliefs is that poor short-term management leads to longer-term issues and delaying action creates a bigger problem. He works with his clients to ensure that issues are kept to a minimum and potential opportunities are maximised.
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