Snowgum Financial Services is a privately owned firm specialising in wealth management, private banking, and life insurance services for professionals, business owners, senior executives, and their families. Founded in 2015, the company prides itself on remaining independent to provide unbiased advice free from institutional mandates or ownership bias. With a focus on inter-generational wealth transfer, Snowgum leverages smart technology and offers investment opportunities, including private market investing such as private equity.
Under the leadership of Principal Adviser Matt Vickers, Snowgum Financial Services excels in facilitating clients’ financial needs with a strong emphasis on risk management and tactical asset allocation. Matt’s extensive experience in financial advice, coupled with his Certified Financial Planner® qualification and industry memberships, ensures clients receive expert guidance in wealth management, strategic planning, and entity optimization. Beyond finance, Matt is actively involved in his local community and enjoys outdoor adventures with his family.
Committed to improving financial literacy and community outcomes, Snowgum Financial Services actively engages with industry stakeholders to enhance how individuals interact with financial markets. The company advocates for professionalism and education within the financial advice sector while making financial advice more accessible to a broader consumer base. Through their thoughtful insights on monetary policy and industry engagement, Snowgum Financial Services demonstrates a holistic approach to financial services that prioritizes client well-being and market integrity.