Testimonials

Matthew’s down to earth approach has given us peace of mind moving into the future. He listens, he is considered and offers practical solutions. We can see from our recent results that Matthew has our directions and needs in the forefront of his mind when giving advice and is open to considering the options we put forward as well as happy to let us know if there are alternatives we should be contemplating. We are fortunate to have Mathew and his team on our side as we move through our investing journey.

Di & Trevor

 

Our Investment portfolio has been managed by Plan Plus Tamworth since 2012.

Matthew Marsh is managing our Investments with skill, transparency and honesty.   We can recommend his expertise as a financial adviser and his warm and kindly personality.

 

Lynette and Rainer Dultz.

 

 

After my husband passed away, I’m so happy we had everything in place with plan plus the help I had was amazing. Matthew was so helpful and got me through some difficult times with great advice. Just a phone call away always. Marie the receptionist is a wonderful help when chasing up things plus always friendly and professional. I do recommend Plan Plus to everyone. Thanks again

Chris Orchard

 

Matthew and Marie at Plan Plus have worked tirelessly assisting me with professional financial planning. I now have a sound financial future. I highly recommend the services Plan Plus provide.

Karen

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Our Friendly Team is both qualified and experienced, dedicating our time and talent creating your future.

We design individual plans to suit you, creating the opportunity you deserve.