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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.

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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.