Wealth Creation

Wealth creation starts with simple steps to address your timeframe, risk profile and ability to save or invest. Once we understand your needs and objectives, we can address the best form of wealth creation for you, be it to reduce your mortgage more rapidly or to compound your retirement savings. Many people find that they need to look at strategies to increase the amount invested to achieve these goals and this can be done by various borrowing strategies which often bring tax efficiencies to bear as well.

Matrix Advisers have access to a leading edge system called Prospera, which helps them design strategies for you that will optimise your objectives, your investments and your tax position. Prospera also allows you and your Matrix Adviser to monitor and budget your ongoing cash flow over the long term.

Click here to visit the Prospera website.

Portfolio Construction

Matrix has developed a powerful multi-step process that first seeks to determine a clear understanding of your  general risk/ return profile. This profile is then fine tuned to ensure the portfolio of investments recommended is tailored to your individual needs and lifestyle. Each fund and fund manager is selected for their outstanding individual performances in choosing and managing their individual pool of investments. This means you get access to outstanding money managers and you are able to select from a wide range of well-researched managed funds and securities options. This robust approach gives you a proven, predictable wealth building strategy.

The Matrix approach is built on years of experience, careful analysis of the investment marketplace and its strengths and weaknesses, and most importantly, a total commitment to delivering financial planning for our clients.