|
Are you looking to join a dynamic and growing dealer group? |
Our Advisers offer |
 |
||
 |
 |
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.
- Refresh your knowledge 15 Feb 12. A little knowledge can go a long way to help you and your adviser when deciding on which investment may suit your tolerance to risk, investment goals, circumstances and timeframe. That’s why it is important to have some idea of where your money is going and how your investment 'mix' is made up. To start the New Year, we have put together some frequently asked questions to help refresh your investment knowledge. Investing: How are risks and returns related?The principle is that potential return rises with an increase in risk. Low levels...
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.
Head office Level 3, 31 Market Street, Sydney NSW 2000 I T: 02 8022 3500 I E: contactus@matrixplan.com.au
