Simplify Wealth Management aims to make professional investment knowledge accessible throughout every stage of the wealth journey - all the way from those just starting to work full time, to clients building wealth, preparing for retirement, or managing and protecting their retirement savings.
Our approach is down to earth, accessible, and focused on helping clients understand not only what decisions to make, but why those decisions matter.
We are available to serve clients around Australia, as well as serving clients face to face in Warrandyte, Eltham, Wonga Park, and Yarra Valley surrounds.
About Us
Why Simplify Wealth Management was created
Matthew Clipstone
Founder | Chartered Financial Analyst CFA® | GradDip FP | BAcc
Matt is the founder of Simplify Wealth Management with over a decade of experience across financial markets, investment management and financial advice.
Before establishing Simplify Wealth Management, Matt built his career on the investment side of financial markets, holding roles across share trading, equity research and portfolio management. This included analysing companies, developing investment ideas, constructing portfolios and making investment decisions across different market cycles.
As a Portfolio Manager at Endeavor Asset Management, Matt served on the investment committee and managed the Balanced Equity Portfolio. He was responsible for fundamental research, valuation analysis, portfolio construction and risk management.
Matt’s investment management experience led him to financial advice, where he combines his understanding of markets and investments with formal financial planning expertise. He has advised clients across superannuation, investments, wealth accumulation and retirement strategies, helping translate complex investment decisions into clear and practical advice.
Matt founded Simplify Wealth Management to bring professional investment knowledge to individual investors in a way that is accessible, transparent and easy to understand.
His approach is centred on understanding the investments behind a strategy, explaining the reasoning behind decisions and helping clients make informed choices throughout their financial journey.