My Background
30 years’ experience in Financial services comprising of Investment Banking in London and Sydney as well as Retail and Private Banking here in New Zealand.
Accredited as a New Zealand Stock exchange (NZX) Adviser. I hold a Masters Degree in Business Administration (MBA), Studied Strategic Change at Said Business School, Oxford University, a Graduate Diploma in Business Studies from Massey University, as well as the Diploma in Financial Markets from Kaplan, Australia.
Originally from Northland, I am married to Trish and we have three children, Ben, Alex and Rosalie. In my spare time, you will most likely find me in the garden or when the sun is out paddle boarding at our local beach in Orewa.
Steven Matson MBA,Dip Fin Mrkts, Dip Bus, CFP
INVESTMENT ADVISER
027 244 3577
Email:
Forsyth Barr
Ground Floor, Air NZ Building
The Avenue, Smales Farm, Takapuna, AKL
Ground Floor, 1/14 Tamariki Avenue,
Orewa, Auckland
Phone:
EXPERIENCE
2020
Investment Adviser
FORSYTH BARR
As an Investment Adviser at Forsyth Barr, my role is to discover what is truly important to my clients . I provide innovative investment advice and investment opportunities, supported by award-winning local and global research.
2017-2019
Head of Advice
FISHER FUNDS
Leading the Advisory team in providing wealth solutions to high-net-worth individuals and business clients through a high touch partnership providing investors the highest degree of expertise, integrity and responsiveness.
1991 - 2016
Private Banker - NZ
Investment Banker - Sydney
Futures Trading - London
Bank Manager - NZ
BNZ - BANKERS TRUST - ANZ - WESTPAC
Early in my career I gained experience in a variety of roles including Retail Banking and Private Banking here in New Zealand, as well as Futures Trading and Investment Banking in London and Sydney.
EDUCATION
2010-2012
Master's Degree
MASSEY UNIVERSITY
I completed my Masters degree in Business Administration through Massey University in 2012. My final research paper was focused on Interest Rates in NZ. My supervisor was Associate Professor Claire Matthews.
2001-2006
Diploma's
KAPLAN & MASSEY UNIVERSITY
I hold a Diploma in Financial Markets through Kaplan in Australia and a Graduate Diploma in Business Studies endorsed in Financial Planning through Massey University.
2012-2020
Specialist Qualifications
OXFORD UNIVERSITY - NZX - CFP
Successfully completed Strategic Change business study in Paris through Said Business School, Oxford University. Accredited as a New Zealand Stock Exchange Adviser (NZX). Certified Financial Planner (CFP)
SERVICES
Investment Advice
Retirement Planning
Investor Category Visa Advice
Portfolio Construction
Financial Analysis
Portfolio Monitoring
EXPERTISE
GOALS BASED ADVICE
Have you ever asked yourself the question, “What is my wealth for?” It’s a big one, and for most people there’s undoubtedly more than one answer. But thinking about it honestly can help you cut through the noise and get to what matters most to you. Using a disciplined, step-by-step process, I can help you identify and articulate your priorities, your passions and your concerns.
INNOVATIVE INVESTMENTS
The starting point is all based around getting to know you. I want to understand a complete picture of your financial situation, and what you want to accomplish with your money. Then, I’ll help you create a wealth plan that is truly aligned with your desired outcomes, and perhaps even reveal some opportunities you may not have known existed
RELATIONSHIPS
I believe in a customer-centric approach that focuses on creating the best experience for my clients. I prioritise client relationships, putting them at the center of my service philosophy.