Adviser Testimonials

Adviser Testimonial video

Rob Pedersen

Principal - Matrix Norwest Financial Planners

“I have been with Matrix Planning Solutions since its inception in 1999, and cannot recommend it more highly as a dealer group. Matrix offers a high level freedom which comes from not being owned by any large financial service institution. The Adviser base is made up of professional and knowledgeable business people, to whom culture and ethics are very important. With the help of Chairman, Pieter Franzen  and Matrix Management, we have grown our businesses substantially since joining and because the group does not have a ‘one size fits all’ mentality, we continue to learn, develop and strengthen on our terms and in our own  way.”

Troy Collins

Principal - Collins Financial Group

“When we joined Matrix in 2004, we recognised that Matrix was comprised of a group of like minded and professional Advisers with well structured business models. Coupled with this was a quality service offering, unique from many other dealer groups. Extensive investment and markets research, technical and marketing support, software choice and expertise to assist in all  business areas (where needed) are just a few of the benefits. Running alongside this is  a progressive compliance structure ensuring  Advisers are equipped with and using the appropriate tools, and remain compliant with a focus on best practice. An additional incentive is the Prospera Leadership Strategies software platform, which has revolutionized my business. Not only has it positively impacted on revenue, it has invaluably helped in the construction of client plans, models and how we operate our financial planning business.”

Vicki Hagley

Principal - Metro Midlands Financial Planners

“To be able to share ideas with professionals in the industry who are like minded and value their clients above all else is important to our business. Matrix provides a strong supportive network for Advisers and office staff, and  continuously encourages us to learn, achieve, enjoy and share in a collegiate environment. Matrix is open to new ideas, while also celebrating and learning from previous generations who have been so successful in the industry. The organisation has been invaluable in assisting us in planning for succession within the business. From the development of initial concepts, to implementation of agreements and processes, they have greatly assisted us in developing our business to move into the future.”