About Us

Mathon Capital

Mathon Capital is a full service investment advisory, join us and reach for the highest summit.
 

Core Values

• Client first
• Discretion, integrity and honour
• Long term perspective: ownership and senior advisor stability

Client focus

• Commitment to exceptional, focused service through long term relationships
• Provides benefits of national network and deep local and sector knowledge

Objective advice 

  • Free from conflicts
  • Freedom to offer best solution

100% Owned by our Directors. We work for you.

Member of the Association of Independently Owned Financial Planners (AIOFP)


Licensed to provide advice in the following:

 

RG 146 Managed Investments (FNSASIC503TA)

RG 146 Securities (FNSASIC503ZA)

RG 146 Financial Planning (FNSASIC503ZA)

RG 146 Superannuation (FNSASIC503ZA)

RG 146 Life - Risk (FNSASIC503ZA)


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Private Wealth Management

Mathon Capital can ensure your investment and wealth management needs are meet to the highest standard. Our objective is to help you achieve yours. Whether you're considering setting up a simple share account to purchase shares, complex option strategies or have portfolio construction needs, Mathon Capital has specialist advisors who will make sure you understand the process.

Mathon Capital will facilitate your financial transaction, ensuring we maintain our high service standards to simplify the process for our client base. Our advisors will provide you with market information and investment strategies on an ongoing basis, that will be designed to help you achieve your objective. Invite Mathon Capital to be part of your wealth management team today.

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Strategic Financial Planning

Mathon Capital's client focus and specialist strategic financial planners provide you a comprehensive service to facilitate all your financial planning needs. Whether you are accumulating wealth for retirement, or any specific goal, Mathon Capital has a results focus designed to ensure you achieve your objective. Invite Mathon Capital to be part of your strategic financial planning team today.

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Retirement Planning

Planning for retirement can be an exciting or an overwhelming experience. Mathon Capital's specialist retirement planners will provide you a detailed strategy to achieve your objectives in retirement. Mathon Capital will ensure you understand the strategies available to you, to ensure you can maximise your income and benefits in retirement and minimise your tax liabilities. Most importantly, we will make sure you understand your goal, and keep you focussed on it like a hawk. Our ongoing service will ensure you stay informed of any legislative, or market changes, that effect your entitlements. Invite Mathon Capital to be part of your retirement planning team today.

The sooner you start planning for retirement the better your lifestyle will be in the years you have worked so hard for. It is never too late to start planning.

If you are 55 and still working there are some tremendous tax advantages that may be available to you today. Invite Mathon Capital to be part of your financial team today.

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