About Obelisk TWB
Tailored financial advice to individuals, families, business owners and professionals.
ContactHelping clients build, protect and transfer wealth through every stage of life.
Obelisk TWB is a specialist financial advisory practice helping individuals, families, business owners and professionals build, protect and transfer their wealth with confidence.
We believe great advice goes beyond investments. It starts with understanding your goals, values and circumstances, then providing strategic advice that evolves with you throughout life's journey.
Our commitment to personal relationships, proactive service and trusted advice ensures every recommendation is tailored to your needs.
Through our close partnership with TWB Chartered Accountants and Partners Wealth Group, we provide access to a comprehensive advice offering that brings together:
- Wealth creation and investment management
- Retirement and superannuation planning
- Tax-effective wealth structuring
- Estate and intergenerational wealth planning
- Business succession and exit planning
- Accounting and taxation expertise
By coordinating all aspects of your financial affairs, we help simplify complexity, identify opportunities and provide confidence that your wealth strategy is working towards your long-term goals.
Matthew Nicolas
Senior Financial Advisor
Matthew Nicolas is a Senior Financial Adviser at Obelisk TWB, bringing over 15 years of experience across financial planning, accounting, and SMSF advisory services.
Prior to joining Obelisk TWB in 2025, Matthew spent over eight years with LGT Wealth Management Australia (formerly Crestone), where he led the firm's national strategic wealth planning offering. In this role, he advised high-net-worth individuals, families, business owners, and executives on complex financial matters including retirement planning, tax-effective wealth structuring, intergenerational wealth transfer, superannuation strategies, and investment management.
Matthew is passionate about helping clients make confident financial decisions by providing clear, personalised advice tailored to their circumstances and long-term objectives. His approach combines strategic financial planning with practical implementation, enabling clients to build, manage and preserve wealth with confidence.
As both a Chartered Accountant and SMSF Specialist Advisor, Matthew brings a unique depth of technical expertise to his advice, helping clients navigate increasingly complex financial and legislative environments while remaining focused on achieving their goals.
Matthew holds a Bachelor of Commerce (Accounting & Finance), is a Chartered Accountant (CA ANZ), an accredited SMSF Specialist Adviser™, and holds an Advanced Diploma of Financial Planning.
Read Matthew's FSG“I know I’m talking to someone who not only knows what he is talking about but has a genuine interest beyond the normal level, has articles published in respected financial journals and newspapers and therefore has a deep understanding of current events. Mike operates with integrity and has my unreserved trust. I’m usually able to contact him easily and he is able to talk about my particular situation instantly. He is able to converse with me in a way that I can follow and understand and takes into account my thoughts. I have no hesitation in recommending Mike’s service to friends and others. ”
“I enjoy dealing directly with Mike which gives me confidence that my affairs are of priority and importantly he works really well with other partners such as our bank and tax agent to make my life much easier. Mike takes a very structured approach, which involved setting a long-term strategic plan for our situation and working with us to achieve it. He takes time to thoroughly explain all financial matters in a very calm, measured way and he has a broad business knowledge gained through experience beyond financial planning which I think is very beneficial. Mike is always accessible and he brings a very warm personal approach to our dealings. I am happy to recommend Mike to my friends and colleagues and I have done so on a number of occasions. I have always felt that Mike maintains a very high standard of confidentiality and that he is an excellent choice for people who are looking for a comprehensive strategy to manage their financial affairs. ”
“Mike Ingham provides an invaluable service as my financial advisor. He has sorted my financial life out, got me back on track and continues to provide the most amazing prompt service for any slight problem, query or issue I may have. Mike is just a phone call or email away and always responds in his very professional, courteous, friendly manner. I would highly recommend Mike to anyone seeking financial advice, whether it just be to sort them out in the short term or to give long term financial guidance and management. ”
Committed to our clients
Our business is built on integrity, genuine relationships, and a commitment to making life easier for every client. These values guide everything we do, ensuring our advice is always honest, well-informed, and delivered with care.