▶️ 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐨: I help build you a financial plan and investment portfolio▶️ 𝐖𝐡𝐨 𝐅𝐨𝐫➤ Private clients and private client families who are nearing or in retirement looking to draw an income from their retirement savings➤ Professionals looking to leverage their high earning years to fasttrack financial independence➤ Individuals looking to build a world class global portfolio that align to their life objectives➤ You have a large lump sum (R5m +) and would like to build a financial plan and portfolio to support it▶️ 𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬First, we create a one-page summary of your financial situation. Next, we clearly define your goals. Finally, we develop a plan to help you reach those goals and improve your financial balance.▶️ 𝐓𝐡𝐞 𝐩𝐥𝐚𝐧 𝐭𝐚𝐤𝐞𝐬 𝐢𝐧𝐭𝐨 𝐚𝐜𝐜𝐨𝐮𝐧𝐭➤ Family➤ Tax➤ Estate➤ Retirement➤ Investment portfoliosWe also consider local and offshore structures, including endowments and trusts.Once we agree on a plan, we make sure it is carried out promptly and help with all the paperwork to set up the necessary structures.We meet with you annually or bi-annually to review your portfolio and make adjustments as needed based on any changes in your life. We're always available for additional meetings or any administrative questions▶️ 𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬➤ Local & Offshore Investment Portfolios (Allan Gray)➤ Alternative assets: Structured products & Hedge funds➤ Long term insurance (Life, Severe Illness, Income Protection, Disability) ➤ Estate Planning & Tax planning➤ Retirement Annuities & Tax Free Savings Accounts▶️ 𝐒𝐮𝐩𝐩𝐨𝐫𝐭𝐞𝐝 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬➤ Local and offshore Wills drafting➤ Executor and estate administration incl. conveyancing➤ Forex trading (moving currency abroad & back in SA)➤ Personal and business tax services▶️ 𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐦𝐞Calendar: calendly.com/matthewmattheeMobile/WhatsApp: 082-300-3777Email: matthewm@gravitonwm.com

Built an eCommerce company as a data science projectWrote python webscrapers that ran in GCP EC2 instance scheduled with chron to collect raw data from various SA ecommerce companies websiteBuilt a cloud SQL database in GCP to store and process data. Used Datalab to run analytics on data (excess of 20 million data points) to inform my product strategyBuilt the store using shopify with suppliers located in China and the USAUsing scripting to build a product catalog in excess of 20 000 productsExcess of R1.5m turnover during the lifetime of the store

AcquisitionsSimulationsData exploration & analysisProfit & Pricing Model Book analysis

NPV Model maintenance & regroundingPricing strategy for NBPLA/B testingManaged team of analystsBuilt several workshop to train analystsScorecards

Built NPV model to develop pricing strategies for Personal LoansAcquisitions & New business processesRegrounding of NPV modelTesting pricing strategies

Genesis Analytics is a consulting firm that advises governments and companies in emerging markets on competition, strategy, regulation and development. Clients include all levels of government, local and international corporations, banks, law firms, development agencies, regional organisations and regulatorsMatthew worked for the Business in Development (BID) practice, which focuses on market-led approaches to development