Matthew Watt

Matthew Watt

Matthew is an Adviser and Managing Director of Kelly Watt and Associates.  He is a passionate comprehensive financial adviser determined to ensure his clients reach their goals and financial potential.  Having an investment in his client’s needs and well-being as well as their financial goals is something of which he is very proud.

Matthew has performed varying roles in the Financial Services industry since 2005 and became a Financial Adviser in 2008.
Outside of work he feels blessed with a lovely family.  Matthew and his wife Melanie, along with son Logan enjoy their ‘pretend farm’, crafts and cooking.  Sustainability is key, not only in his day-to-day life, but with Kelly Watt and Associate’s clients.

Matthew’s areas of expertise include:

  • Comprehensive financial advice, 
  • Investment planning, 
  • KiwiSaver, 
  • Life insurance 
  • Trauma and income protection insurance 
  • ACC levy management.

Matthew’s qualifications:

  • Bachelor of Business (BBS) studies majoring in Economics and Finance from Massey University.
  • Graduate Diploma in business studies majoring Personal financial planning (GDBS PFP) from Massey University.
  • Certified Financial Planner (CFP)
  • Certificate in Financial Services – Australia and New Zealand Institute of Insurance and Finance (CFS)
  • Trusted Adviser (TA)
  • Member of Financial Advice New Zealand (FANZ)