About us
Matt Brown
Principal Adviser Matt Brown has been a Financial Planner since 2006 and is a Certified Financial Planner and a member of the Financial Planning Association.
Matt Brown is an Authorised Representative No. 1004819 of InterPrac Financial Planning Pty Ltd (AFSL 246638). For the latest Financial Services Guide and Privacy Policy, please click here.
When I was 12, my grandparents sold their business and bought shares. Even back then I was a saver—birthday money, cash from mowing lawns—so I followed their lead and invested $1000 in shares.
By the time I started my e-commerce degree, I’d turned my childhood investment into a three-month trip to Europe and a great kickstart to adult life.
It was my first experience of how to use money to make money. How to understand the financial world and get it to work for you. How to create a strategy that leads to real security. For me, that means having peace of mind and not just a dollar figure in portfolios.
It also means my early money adventures saw me become a financial adviser in 2006 after a short foray as an IT specialist. Recruited by a big four bank, I spent almost 15 years there before launching my business in 2020.
Why did I leave the security of a bank? Because I’m less driven by corporate numbers and KPIs, and more by putting maximum personal care into clients to establish a deep truth and rapport.
It’s not about loving money. But it is about loving what it can do for people.
My job is to take the burden off people’s shoulders if they find finances too complex or not fun. My aim is to make sure you have that balance of living in the now while getting things right for the future. I set you up to enjoy the present while expecting a rich retirement free of worry you’ll run out of money.
People outsource that worry to me. And no, you can’t put a dollar value on peace of mind. But clients I’ve had for years tell me having faith they can stop working when they want feels pretty great.
There’s a lot of financial advisors out there. You want yours to see you as more than a number. My reputation is for being a straight shooter who keeps things simple. I get the 1 core foundations right—debt, budget, cash flow, super, estate and retirement planning—then build them up over time.
Thanks to becoming an active saver and investor before my teens, I’ve always walked the walk with money. I’ve made good real estate decisions, have a solid longstanding share portfolio, healthy super.
I got my ducks in a row and now have the security of knowing I have my family covered. If you’d like me to show you how you can create that too, let’s talk.
Contact Matt
Email: Matt@mbwm.com.au
Phone: 0429 858 859
4-6 Von Mueller Way, COWES VICTORIA 3922
Kristy Rowse
Principal Adviser Kristy Rowse has been a Financial Planner since 2003 and is a Certified Financial Planner and a member of the Financial Planning Association.
Kristy Rowse is an Authorised Representative No. 1005425 of InterPrac Financial Planning Pty Ltd (AFSL 246638).
Money has always made sense to Kristy. In high school she lent it to kids who wanted to buy something from the canteen and charged them interest. She turned a $4 an hour KFC job into her first house deposit at 19, and was mortgage-free by 33.
So, yes, no surprise that Kristy is a financial planner.
For 19 years Kristy has helped thousands of people find financial security. Kristy specialises in the long game—retirement planning—but what she really gives you is peace of mind. Kristy is that person a stranger trusts with their life story, money and future happiness.
Kristy’s job is to be a personal trainer for your finances. She will get them in the best shape possible, get you on track, and keep you accountable as you hit your goals.
What Kristy does well is listen to what you want, she then builds a strong strategy to make it happen. It’s about your dreams. She will give you simple language and service customised to what makes you tick. You won’t get jargon or anybody else’s agenda or judgement.
Kristy wilI help you make money and keep it.
For 25 years, Kristy’s career has revolved around money (although she studied psychology at uni!) As a graduate Kristy was recruited by a big four bank and worked her way to branch manager with a team of 10, loan book of $50 million and happy customers who loved that she was able to help them buy a house.
Moving into financial planning to make even more of an impact was a natural progression for Kristy.
Why? Kristy like’s a challenge. She wants to know she can add value. She loves working with people over the long term, building a plan that makes a difference so they can achieve financial freedom, independence and security. She finds it so rewarding when someone thinks they have to work forever and never retire and she can help them create a different life.
Kristy believes the biggest thing she does for people is take away the stress and burden of worrying about their financial situation. That’s her job. She has this habit of waking at 3am and checking the Dow Jones—true story. She aim’s to take that away from people so they can live a comfortable retirement and concentrate on the things they want to do.
She gets asked sometimes what a financial adviser spends money on. For her, it’s travel with her husband and three sons, and Motorbikes. She has ridden motorbikes since she was 10. But time is just as precious to her as money. She spend’s hers coaching a local basketball team and is a school council president who was asked to stay on even after her kids had left!
If you’d like to discuss a rich future with a plain-talking expert, get in touch.
Contact Kristy
Email: Kristy@mbwm.com.au
Phone: 0400 750 564
3 Treforest Court Warragul VIC 3820
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MB Wealth Management Pty Ltd (ABN 17 639 039 660) is a Corporate Authorised Representative (No.1281691) of InterPrac Financial Planning Pty Ltd (AFSL No. 246638)