Matthew Prain

Private Wealth Adviser, Insurance

As a personal insurance specialist, it’s a privilege to support clients and their families when they experience unforeseen challenges, significant disability or death. At a time when it can all feel overwhelming, we arrive with care, compassion and deliver on their insurance entitlement.

Matthew’s passion lies in understanding clients’ risk protection needs, helping to set them up with appropriate cover and reviewing this regularly throughout their life’s journey. Having actively advised and overseen clients’ insurance needs for almost 15 years, he has seen the difference insurance can make to their lives and that of their family and business and the devastating financial impact of not having the right cover in place. Working with SME business owners, medical, dental, veterinary and other professionals, he has a deep understanding of policies and the features important to every individual’s needs.

Areas of expertise

  • Risk Protection Specialist
  • Business Insurances
  • Personal Insurances

Matthew Prain loves

  • To travel. He is always dreaming of the next trip and reminiscing on old holidays, appreciating the different foods, languages and cultures
  • Spending time with his wife Stephanie and daughter Klementine down at the local beach
  • Following sport results, particularly European football, watching the World cup every 4 years and NBA basketball
  • Staying fit and exercising.

Qualifications

  • Advanced Diploma of Financial Services
  • Self-Managed Super Fund Adviser (Specialist Accreditation)
  • Margin Lending Accreditation program

Membership & associations

  • Practitioner Member – Association of Financial Advisers
  • Tax (Financial) Adviser – Tax Practitioners Board

Areas of expertise

  • Risk Protection Specialist
  • Business Insurances
  • Personal Insurances

Qualifications

  • Advanced Diploma of Financial Services
  • Self-Managed Super Fund Adviser (Specialist Accreditation)
  • Margin Lending Accreditation program

Membership & associations

  • Practitioner Member – Association of Financial Advisers
  • Tax (Financial) Adviser – Tax Practitioners Board

Matthew Prain loves

  • To travel. He is always dreaming of the next trip and reminiscing on old holidays, appreciating the different foods, languages and cultures
  • Spending time with his wife Stephanie and daughter Klementine down at the local beach
  • Following sport results, particularly European football, watching the World cup every 4 years and NBA basketball
  • Staying fit and exercising.

What Matthew’s clients have to say

"It is a breath of fresh air when insurance is communicated in clear and understandable terms, but moreover when fast and deliverable outcomes occur on claims. We have great appreciation for the efficiency and proactive manner that our recent insurance reviews were undertaken to make them more focussed and cost sensitive to our current business. Thank you."

— Louise W.