• Matthew La Rocca

A coach for your money!




Holding an Advanced Diploma in Financial Services and with more than 10 years of rigorous financial planning experience, I am passionate about helping my clients realise their financial possibilities and achieve their goals sooner while making sure their lifestyle is fully protected along the way.

AR no: 000458283
CAR no: 000438088
Financial Services Guide


  • Office 0478 754 408
  • Fax 03 8742 4494
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too.

I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you're pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!

Professional Experience

Holding an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Business majoring in Finance and Accounting, along with 7 years as a Financial Adviser, I am well-equipped to help you with all your financial planning needs.

Prior to my career as a Financial Adviser, I worked as a Business Development Manager in the mortgage broking industry. My move to financial planning was inspired by wanting to take a more holistic view of people's finances, helping them identify lifestyle goals and formulating financial strategies to help them achieve those goals.

I really enjoy seeing the end result of a financial plan, knowing I've had an impact on my client's financial wellbeing and helped them live the life they want.

Having lived in Hoppers Crossing my entire life, I have a good knowledge of the local area and have watched it grow from a small country town to the thriving suburb that it is now. I look forward to supporting the financial planning needs of my local community.


Professional Qualifications

  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Business (Finance and Accounting)

 

Talk to me about:

  • Personal insurance

    Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

  • Investment planning & wealth creation

    I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

  • Superannuation & rollover advice

    Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.

  • Retirement planning

    We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching

    Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

"From the beginning Matt was very straight forward and still is. A great service Matt."

Trevor Combes - Financial Planning
Kurunjang, VIC

"From the get go, very helpful and efficient and great customer service. "

RB - Financial Planning
Moonee Ponds, VIC

"Extremely happy with Matt, he knew how to help us work towards our goals."

Shannon Peters - Financial Planning
Wyndham Vale, VIC

"Clear and concise information, easy to understand details and advice."

Lyn Stephenson - Financial Planning
Wyndham Vale, VIC

"Matt is a friendly, professional adviser who provided a good recommendation to protect our family finances in the event of illness/death.
We would recommend him to all of our friends."

Rick Pistone - Financial Planning
Tarneit, VIC

Handy tools to help manage your money


Savings made easy

Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!


Save more money


Retirement income calculator

Use our free calculator powered by Investfit(TM) to see what income you could expect in your retirement.


Retirement calculator


Choose your own path

How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.


Choose your own path


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