Retirement, Superannuation, Life Insurance, Debt Reduction, Investment
Map
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About Us
Products and Services
Additional Locations
FAQs
Your Matrix Planning Solutions adviser will seek first to clarify your current position and desired financial & lifestyle goals, before preparing comprehensive advice to discuss with you. We provide quality licensing and compliance support, an open Approved Product List, education and training, ongoing professional development, superior service and competitive pricing. Matrix is the licensing partner of choice for advisers who are committed to delivering quality advice in their clients’ best interest and who are focused on growing their businesses.
As an Australian Financial Services Licensee (AFSL) and Australian Credit Licensee (ACL), Matrix Planning Solutions is a comprehensive financial planning dealer group offering advisers and clients with a wide range of services. Our advisers undergo significant ongoing professional development & training to bring clients leading edge financial advice. Today’s professional financial adviser is focused on giving clients true goals-based strategic advice.
Matrix’s national network of highly qualified and experienced advisers provides personal strategic advice to clients on a broad range of issues and has helped thousands of Australians achieve their financial goals and objectives. With access to a wide approved product list, Matrix Planning Solutions advisers are able to offer clients both established products & new opportunities always with the knowledge that products and managers are thoroughly researched by a team of professionals.
Open Monday - Friday
Consultations, Retirement Planning, Superannuation
Commercial
By Appointment
Individuals
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Matrix Planning Solutions advisers are able to offer you services using your preferred charging method. Each adviser outlines his or her charge structure in a Financial Services Guide (FSG) which is provided to you prior to implementing advice.
No, Matrix Planning Solutions is independently owned with a wide-ranging approved product list with over 50 providers.
An Australian Financial Services Licensee or AFSL is a legal structure for the provision of financial advice in Australia. As an AFSL, Matrix is responsible for monitoring and supervising Matrix Planning Solutions advisers, ensuring they are appropriately trained and are able to provide services fairly, efficiently and honestly. Our advisers must pass police and reference checks to be appointed and maintain quality standards in education and advice.
Unfortunately, Matrix Planning Solutions does not directly manage any client's money and your adviser can only implement transactions on your product accounts with your authority.
