Matthew Theron

Highly qualified, vastly experienced and enormously knowledgeable, Matthew Theron is an expert specialising in the niche field of cross-border tax and investment structuring culminating from his unique knowledge and experience having lived and worked around the globe.

Originally from Cape Town, South Africa – Matthew studied accounting and financial management before embarking on his highly successful career within the corporate financial sector.

He began his career in South Africa before moving to the UK in 1999 for a few years before going back to South Africa which saw him work in the local investment and financial planning space and then moving onto to China and South Korea. In 2019 Matthew returned to the local financial planning space in South Africa after the birth of his first daughter, but the limited product choice and solutions available saw him quickly move to an international company with the licenses and product solutions needed across the globe to service his clients and their structuring needs.

Matthew is a member of The Chartered Institute for Securities and Investments in the United Kingdom, having passed his level 4 chartered exams. In addition, he holds advanced level qualifications in the fields of corporate and personal taxation, estate planning and wealth management.

Matthew works remotely from South Africa, where he offers advice on a full range of financial planning issues for expatriates, including pensions, investments and insurance for high and ultra-high net worth individuals. He is also qualified and licensed to provide advice within South Africa having passed the regulatory exams required in South Africa. He is a great believer in providing bespoke solutions for every individual client to suit their unique circumstances and believes in maintaining long term personal relationships with his clients, which ensure consistency of advice to help them grow their wealth over the long term. Matthew’s clients have worked with him for many years and are located around the world.

Matthew is dedicated to improving financial literacy and broadcasts his Expat Finance webinars regularly to inform expatriates on global financial planning issues.