Meet Mat Bateman, Financial Planner In Perth
Mat is a Senior Financial Planner, backed by the team at TAG Wealth.
Mat has 20 years’ experience working in the Financial Planning industry. He works extensively through WA regional centres such as Albany, Bunbury and Geraldton.
Mat has a great ability to help clients understand the more sophisticated areas of the financial landscape. He will replace confusing financial jargon with everyday language that is easy to understand.
Mat can help you with:
- Financial Planning
- Insurance & Wealth Protection
- Salary Sacrificing
- Investment Planning & Advice
- Debt Reduction
- Tax Minimisation
- Borrowing to invest
- Asset Protection
- Transition to Retirement
- Pension Planning
Mat lives in Manning with his wife Linda and their two boys. Linda is a school teacher at Manning Primary School.
Mat has many strong community ties via his great passion for AFL football. He is a premiership coach at Manning JFC and is the current Director of Football at WAFL club Perth. Mat is also heavily involved with the Footy Champs program that provides a platform for disabled children to take part.
Contact Mat today for a holistic discussion about your financial and lifestyle goals.
“We understood everything”
Mat knew how important this was for my wife and I and took a generous amount of time to ensure we had a very good understanding of how our finances were being set up for retirement. Mat made sure we did not feel that any question was not worthy of being asked and made sure we understood everything. We very much look forward to working with Mat during retirement. Thank you.
- Edwin H.
“Way beyond what we expected”
Thanks for everything you have done, way beyond what we expected. I have no hesitation recommending the TAG team.