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Recent Reviews
3 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
Robert
4 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.
Noel & Gina Scott

Licences

  • AFSL & ACL No 238256
  • ABN 63084174881

Services

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

About Matrix Planning Solutions