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Matthew Lourenco

Associate Planner


Matthew is a CERTIFIED FINANCIAL PLANNER® professional who holds a BCom in Finance and a BCom Honours in Financial Planning from the University of Johannesburg. His strong academic foundation equips him with the technical expertise to guide clients through complex financial decisions with clarity and confidence.

He is passionate about building meaningful, long-term relationships and values the trust clients place in him. Matthew is driven by a genuine desire to make a positive difference through holistic financial planning, helping clients gain direction and make informed choices about their financial future.

Outside of work, Matthew enjoys staying active, whether on the padel court or training in the gym.