"You're a Gem!" - Mrs. R

"My finances were all over the place!
I had 6 super funds and no idea how much insurance I had or needed.
My SWM Finance Matters Wealth Strategist took the headache out of trying to tidy up my finances by consolidating it all and assessing how much insurance I really needed." - Mrs A.

"Our SWM Finance Matters Wealth Strategist explained and made us understand more in 2 hours than our other planner had taught us in over 20 years." - Mr & Mrs S

"When my other adviser abandoned me, my SWM Finance Matters Wealth Strategist helped me work out the insurance cover I really wanted. When the time came, he even helped me put my claim together and made sure that I was paid." - Mr C

Treona Pty Ltd (ABN 63 007 813 729) t/a SWM Finance Matters is a Corporate Authorised Representative (341721) of NEO Financial Solutions Pty Ltd (“NEOFS”) ABN 64 141 607 098 AFSL 385845

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The advice contained on this site does not take into account any persons particular objectives, needs or financial situation.  Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation.  Persons may wish to make this assessment themselves or seek the help of an adviser.  No responsibility is taken for persons acting on the information on this site.  Persons doing so, do so at their own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

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