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Welcome to Matrix Planning Solutions

Matrix Planning Solutions Limited is an independently owned Australian Financial Services Licensee (AFSL) & Credit Licensee (ACL) with over 100 financial planners throughout Australia. Through this network, we provide strategic financial advice to clients on a range of issues.

We believe in the benefits of sound advice. Based on a client’s stage of life and financial success, we are able to develop a plan to reach the next stage of their financial goals.

For advisers wishing to join the Matrix group, we offer quality services and management which support the provision of best advice to clients.

Matrix Planning Solutions Limited is an Australian Financial Services and Credit Licensee and registered Life Insurance Broker, AFSL & ACL No. 238256.

 
Blog
  • Teaching your Children Dollars and Sense 9 Dec 11. It's a simple calculation, kids and money: From birth until university graduation, children consume dollars like they're chicken nuggets.Yet life as an adult clearly requires knowledge of personal finance. That doesn't mean your child needs an M.B.A. in security analysis or that you need to hire a financial adviser to tutor your preschooler. But kids obviously need better information to more effectively manage their own financial resources one day. Below are some tips on how you can educate and prepare your children from a young age to when...
 

Whether you are a client after financial advice, an adviser who would like to become an Authorised Representative or a business owner who would like to join Matrix, please contact us.

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Head office Level 3, 31 Market Street, Sydney NSW 2000   I  T: 02 8022 3500   I  E: contactus@matrixplan.com.au

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