Martin Sherwood is a financial advisor with over 15 years of experience and specialises in aged care, retirement planning, and investment advice. A member of the Financial Advisers Association of Australia (FAAA), Martin was awarded the Financial Adviser of the Year award at Viridian in 2019.
Martin is a passionate and dedicated financial advisor committed to helping his clients achieve their financial goals. He takes a holistic approach to financial advice and works closely with his clients to develop a financial plan tailored to their needs. Martin is also a trusted advisor available to guide and support his clients throughout their financial journey.
Areas of Specialisation
- Retirement planning
- Budgeting and cash flow management
- Investment management
- Portfolio management
- Insurance and risk management
- Superannuation
- Aged care
- Social security
- Life and disability insurance advice
Testimonials
“Martin is exceptional. He has been a mainstay support every year from our initial interaction as a couple with my husband and then the years since to me as a widow and also my adult children.”
“Excellent advice and recommendations from our Financial Planner. Overall developed great trust in the organisation and their investments, especially given the market volatility expected/experienced due to uncertainty over the effects of Covid-19.”
“Advice is centred around our needs and has supported us in reaching our vision.”
Martin Sherwood is an excellent option if you are looking for a financial advisor in Melbourne, VIC. He is a knowledgeable, experienced, and trusted advisor who can help you achieve your financial goals.