Matt Jarrott Email & Phone Number

Bendigo, Victoria, Australia

Bendigo, Victoria, Australia

Bendigo, Victoria, Australia

Melbourne, Australia

Melton

As a team, RI Melton strives to deliver superior client service. We are dedicated to upskilling ourselves on an ongoing basis, maintaining awareness of what is happening in the industry, talking to our peers and industry leaders and developing the skills of our support staff.Our new client pipeline is typically referred to us by our existing clients within the community of Melton whom we have established trust with over many years, which is testament to the work that we do.My… Show more As a team, RI Melton strives to deliver superior client service. We are dedicated to upskilling ourselves on an ongoing basis, maintaining awareness of what is happening in the industry, talking to our peers and industry leaders and developing the skills of our support staff.Our new client pipeline is typically referred to us by our existing clients within the community of Melton whom we have established trust with over many years, which is testament to the work that we do.My specialist areas of advice include:• Retirement planning• Superannuation• Aged Care rules, regulations, options• Centrelink (Department of Human Services) assistance• Estate planning to help you, and your beneficiaries understand the complexities• Personal insurance and the importance of protecting your future.As a team we work collaboratively, and with external professional service organisations, such as Accounting partners, legal professionals and local Aged Care facilities, so that together we can deliver on our business motto, superior client service – always. Show less

Focussing on being a Risk Specialist, I spent seven years as a sole practitioner helping families and business owners protect themselves and their family and most of our conversations and interactions took place at the dinner table or lounge room of my clients. It was an enjoyable seven years that gave me many years of flexibility and a great number of wonderful people that became friends as well as clients.