Our Team
Jesse Yates
Sonia Matkovic
Sonia Matkovic
Senior Financial Adviser
With over 15 years’ experience in the financial services industry and 14 of those as an Adviser, I always aim to work with my clients to achieve their financial and lifestyle goals whilst being proactive and ethical in all dealings.
I believe in a personal relationship with my clients. I believe in empowering my c
Senior Financial Adviser
With over 15 years’ experience in the financial services industry and 14 of those as an Adviser, I always aim to work with my clients to achieve their financial and lifestyle goals whilst being proactive and ethical in all dealings.
I believe in a personal relationship with my clients. I believe in empowering my clients to make quality financial decisions by providing financial advice that is personalised, consistent and reliable. I deliver advice with total transparency to ensure my clients are always put in the best position to achieve their individual goals and financial independence.
Having previously worked with some of the industry’s largest players as well as running my own successful financial planning practice has equipped me with extensive experience across all areas of financial advice. This enables me to take a holistic approach to solving the unique needs of my clients.
In my spare time, I enjoy reading, travel and playing competitive lawn bowls for my local club.”
Jesse holds a Masters in Financial Planning, Bachelors of Business, Self Managed Super Fund (SMSF) and is an accredited Aged Care Professional
Sonia Matkovic
Sonia Matkovic
Sonia Matkovic
Senior Financial Adviser
For nearly two decades, I've had the privilege of partnering with individuals and families across Australia and internationally, dedicated to ensuring they achieve their optimal financial outcomes.
My approach involves sharing my extensive knowledge and expertise through coaching, creating adaptable and lifelong
Senior Financial Adviser
For nearly two decades, I've had the privilege of partnering with individuals and families across Australia and internationally, dedicated to ensuring they achieve their optimal financial outcomes.
My approach involves sharing my extensive knowledge and expertise through coaching, creating adaptable and lifelong plans tailored to my clients' needs. This encompasses various facets such as tax efficiencies, cashflow and debt management, investments and structures, retirement planning, and personal risk protection.
Clients who have been with me for nearly 15 years often describe me as a person of integrity, a knowledgeable and loyal confidante, always prioritizing their best interests, and a straightforward communicator.
I extend my experience to others by presenting a series of talks focused on financial empowerment for women, future-proofing discussions for teens, and highlighting the vital intersection of health and wealth. My commitment is to empower individuals with the tools they need for financial success and resilience.
“In my spare time, I am on active pursuits with my children.”
Sonia is accredited to provide all facets of Personal Advice, except Aged Care