Matrix Planning Solutions Financial planner Shellharbour

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

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.

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.

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.