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Matthew Walker

Matthew Walker

Matthew Walker is the Managing Director of Dynamic Asset, a managed Goals Based Investing service. He is also Chairman of the Association of Goals Based Advice, the peak industry body​ for Goals Based Investing businesses. Matthew holds a Bachelor of Commerce with a double major in Economics and Finance from the University of NSW and a Diploma of Financial Planning from Deakin University.

Recent Posts

What will Investment Portfolios look like in 24-25…?

With the end of the financial year, it’s a good time to take a deep breath and refocus on everything else you need to do in an advice business and plan for how you want to manage things in the year ahead.

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Navigating the Hazards of a Misguided Investment Approach: Risks to Financial Planning Firms and Clients

In the realm of financial planning, the choice of investment approach is a critical factor that can determine the success or failure of a business and the financial well-being of its clients. The risks associated with an erroneous investment strategy extend beyond mere financial losses and can have profound implications for the reputation, legal standing, and client relationships of financial planning firms.

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Winning Client Satisfaction: Standing Out in a Challenging Market

A market correction can spell disaster for a financial planning business. Time is lost calming clients’ nerves rather than building your business. Some clients may even leave after seeing their capital shrink, and your income may plunge along with the market.

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Dynamic Asset - The Value of Differentiating Your Advice Business

When prospective clients ask why they should choose your advice firm over another, are you able to provide them with a compelling reason that clearly makes you stand out from the competition? 

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Dynamic Asset – The Right Approach for the Times

During the last 30-40 year investment period, investors have been spoilt by an unusually favourable period for investments and asset prices. Following the high inflation and low growth period of the 1970s – when stocks and bonds did very poorly – inflation pressures finally subsided as did high interest rates. Furthermore, we had a massive period of peaceful prosperity and globalisation, enabling lower prices and greater economic efficiency. This created excellent conditions for most asset classes to flourish and with it growth orientated static Strategic Asset Allocation (SAA) portfolios and low-cost index funds.

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The Cost of Delaying Business Improvement Initiatives

In today's fast-paced, technology-driven world, the adage 'if you're not moving forward, you're moving backward' holds particular significance, especially in the financial sector. For Australian financial advisers, remaining static in the face of evolving challenges and opportunities is not just a risk – it's potentially a path to obsolescence.

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A positive direction for advisers as market negativity returns

The September quarter was a case of back to the future for weary investors. The US S&P 500, Dow Jones Industrial Average and Nasdaq all suffered their worst quarter performance since the same period last year. In Australia, the ASX 200 has returned to its March lows.

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Explore the critical levers of a successful advice business

Financial advisers come in many shapes and sizes with various approaches and value propositions to suit their clients and business goals. Yet, all share typical dynamics. Beyond the need to be profitable enough to survive, they need to:

  1. Manage business risk and compliance
  2. Manage client capacity and cost to serve
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What to expect from Goals Based Investing (GBI)

The idea that we should invest to meet our needs and goals is basic common sense. However, somewhat surprisingly, that is not what most players within the investment industry do.

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Challenging the misconceptions of a managed accounts transition

The momentum towards managed accounts is unmistakable. A noteworthy jump from 17% to 56% in the decade to 2023, with Investment Trends highlighting that more advisers are tapping into its potential. By the end of 2022, $144.5B was under management in this model, as noted by IMAP. 

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