Matt Haggarty
Director | Financial Advisor
Matt Haggarty is an experienced professional with almost 30 years in Australia’s financial services industry. He loves helping people manage their wealth and is dedicated to offering personalised financial advice, making him a trusted advisor to time poor professionals and business owners.
Matt specialises in getting a deep understanding of his client’s current position and future aspirations, creating customised financial strategies to match each client’s goals, risk levels, and longer-term dreams. Whether it’s improving investment portfolios, planning for retirement, or dealing with complex structuring and taxation, Matt and the team at Maxim Private Clients provide expert advice tailored to their clients’ needs.
Over his career, Matt has successfully navigated the ups and downs of the financial markets. He understands market trends and risk management and knows how to identify and assess investment opportunities. This allows him to guide his clients through different financial situations, ensuring their growth and protecting their wealth.
Maxim Private Clients is known for their strong commitment to honesty, transparency, and client-focused values. They build long-lasting relationships based on trust and mutual respect, earning a reputation as a dependable and ethical firm in the industry.
Beyond his technical skills, Matt is active in the financial services community. He has spoken at industry conferences, shared insights at leadership forums, and mentors young professionals.