Corporate Profile

Matrix Planning Solutions Limited is a public, unlisted Australian company, headquartered in Sydney.  We have adviser offices throughout New South Wales, Queensland, ACT, South Australia and Western Australia.

Prospera Pty Ltd, a provider of leading edge financial planning and modelling software, is a wholly owned subsidiary of Matrix.

Matrix’s main business is providing services to financial advisers to ensure a high level of quality advice to clients.  We focus on attracting select numbers of quality financial planning businesses with whom we have close working relationships.

There are over 20 staff employed by Matrix and Prospera in the areas of management, business and software development, compliance, technical advice and operational areas.

Matrix is 100% independently owned by advisers and management.