Who We Are

Matrix Planning Solutions is one of Australia’s leading dealer groups for professional financial advisers.

We provide quality licensing and compliance support, an open Approved Product List, education and training, ongoing professional development, superior service and competitive pricing.

Matrix is the licensing partner of choice for advisers who are committed to delivering quality advice in their clients’ best interest and who are focused on growing their businesses.

Matrix’s national network of over 80 highly qualified and experienced advisers provides personal strategic advice to clients on a broad range of issues and has helped thousands of Australians achieve their financial goals and objectives. Whether it’s saving to buy a home, paying off debt quicker, constructing and managing a robust superannuation and investment portfolio, or building a stable, consistent income stream to fund an enjoyable retirement, Matrix advisers specialise in the delivery of customised goals-based advice and ongoing financial mentoring and coaching.

Our flagship Strategic Advice Program is also helping transform traditional sales-orientated financial planning practices into dynamic, modern professional advisory firms with robust repeatable processes, high levels of client engagement and satisfaction, and sustainable revenue growth.

The team at Matrix have a long and proven track record of supporting advisers and their staff and clients, dating back to 1999.