About Matrix Planning Solutions

In 1999, twenty leading Australian advisers raised the capital to start an independently owned dealer group, with a view to being able to advise clients without the controlling influence of a financial institution. Today, Matrix Planning Solutions remains independently owned, with more than 100 financial planners across Australia.

With $2.6 billion in funds under advice and $42 million in in-force insurance premiums, Matrix is one of the leading providers of advice in the areas of investments, superannuation, insurance and cash flow management.

At Matrix, we believe in the benefits of sound advice.

Your Matrix Adviser will seek first to clarify your current position and desired financial and lifestyle goals, before preparing comprehensive advice to discuss with you.

As an Australian Financial Services Licensee (AFSL) and Australian Credit Licensee (ACL), Matrix is a comprehensive financial planning dealer group offering advisers and clients a wide range of services. Matrix Advisers undergo significant ongoing professional development and training to bring clients leading edge financial advice. With access to a wide approved product list, Matrix Advisers are able to offer clients both established products and new opportunities, always with the knowledge that products and managers are thoroughly researched by a team of professionals.