Join Matrix

  • Are you looking for a dynamic dealer group and a family of like-minded, professional advisers?
  • Do you need greater support to grow your business?
  • Are you focused on improving practice efficiency, productivity and profitability?


Partner with Matrix to achieve your goals

Whether you’re a mature adviser running an established practice or a younger adviser, hungry to build a loyal client base and rapidly build a successful business, Matrix can help you.

We are a proactive licensee with the experience, tools and resources to help you:
  • Deliver quality, compliant advice leading to improved client outcomes
  • Grow your business
  • Form referral relationships with centres of influence
  • Expand and refine your value proposition
  • Accurately and profitably price your services
  • Share experiences with like-minded advisers
  • Develop and execute an effective succession plan