Media Releases

Matrix Planning Solutions takes out top licensee gong for second year running

June 2018

Data insights company, CoreData Research has named Matrix Planning Solutions as the 2018 Licensee of the Year for the second consecutive year, commending the group’s commitment to helping advisers adapt to regulatory change, implement new technologies and grow their businesses. Read more >

Matrix Planning Solutions wins coveted Licensee of the Year Award

June 2017

Matrix Planning Solutions has won the prestigious 2017 Licensee of the Year Award, cementing the group’s
position as Australia’s leading group for professional, client-centric financial advisers. Read more >

Less is the key to sustainable growth in the new advice world: ClearView

26 April 2017

The holy grail of financial advice; sustainable growth, is within reach but advisers must be prepared to tear down and rebuild their value proposition, and shed clients to attain it, according to a new paper by Matrix Planning Solutions. Read more >