“Think of us as your personal financial trainers, guiding you through every stage of life.”
Rik Mistry, Director & Founder - Personal Wealth Matters
Our company is built on strong relationships, helping you navigate wills, estate planning, mortgages, and financial advice at every step of your journey. Your finances are a continuous process, not just a one-time decision.
We’re here to support you – whenever you need us, again and again. Because your financial well-being matters.
Our Services
Comprehensive financial guidance, from wills and estate planning to mortgages and wealth management – supporting you at every stage of life.
Plan for the future with confidence. Our wills and estate planning services ensure your assets are protected and your loved ones are cared for, giving you peace of mind for the journey ahead.
Get ready to take charge of your financial future!
“Rik spent time with me to support our family during the will writing process. His caring and thoughtful approach to a sensitive issue has reassured and provided my family with answers. At all times, Rik acted with empathy and focussed on providing for my loved ones.”
– Mr P Melville
