Matrix Planning Solutions

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Trading for 25 years

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About Matrix Planning Solutions

Matrix Planning Solutions is a Shellharbour financial planning advisory service, helping you plan towards achieving your financial goals. Our services include debt management, savings and investment plans, pre-retirement and retirement planning, personal and corporate superannuation, gearing and shares, personal life insurance and estate planning. If you are ready to plan your retirement, we can assist you with a retirement plan that will help you get the most out of your finances. We can advise you on wealth strategies to assist in alleviating any financial concerns you may have about your forthcoming retirement. Whether you are sitting on a small nest egg or flush with financial security, at Matrix Planning Solutions we pride ourselves in treating all of our clients with the same level of reliable and respectful customer care. For professional Illawarra financial planning advice, contact Matrix Planning Solutions in Shellharbour. To discuss how we may assist you with your financial planning or retirement finances, contact our friendly staff and make an appointment today.

Services

Estate planning
Saving & investment plans
Personal & business life insurance
Gearing
Shares
Financial planning
Budgeting
Debt reduction
Investment
Retirement planning
Personal & corporate superannuation
Debt management

Reviews

4.6 rating

5 reviews

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R

Robert

7 years ago

This company helped us with getting a better deal with our Super and life insurance. They were friendly and professional taking the time to understand our needs and recommended products to meet them. We can highly recommend them

NS

Noel & Gina Scott

7 years ago

We have been clients of Matrix Planning Shellharbour since 2004 and have found Max and his staff very cooperative, friendly and above all very professional. Max helped me with superannuation and insurance advice as well as introducing me to the Prospera Financial Freedom System in June 2005. From there Gina and I have not looked back, even when I was out of work for 4 months, the flexibility of knowing that we did not need to find that mortgage payment every month was a god send. Cash flow of dividends coming into our account on a regular basis and end of year tax refunds has saved us from selling our home through recent difficult times. We highly recommend this company for taking control of your financial future.

M

Margaret

7 years ago

A great big thank you to Max, Betty and the rest of the wonderful staff for the great service you provided to my daughter and myself over the past couple of decades. You are always on top of the market conditions and offer the best advice that suits our investment requirements. I have no hesitation in recommending this company.

J

Judith

7 years ago

Thank you for your continued professional service in handling my financial affairs since my husband passed away. I personally recommend Matrix Planning to anyone needing financial assistance. This company are honest and have integrity, plus the advice given will be first class. My late husband was extremely satisfied with their services.