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ABOUT US

Our job is to help you plan strategies that will allow you to take control of your financial future. We build close relationships with you and your family to secure each generation’s financial wellbeing. But really, our business is all about you.

WEALTH MATRIX

 

We are a boutique Financial Advice business situated in the Eastern suburbs of Melbourne. We welcome you to learn more about our business, our staff, our values and how we can can assist you with your financial planning needs. 

 

OUR TEAM

 

We would like to introduce the team at Wealth Matrix. 

OUR VALUES

 

As a business, we place a strong emphasis on our company values. Our ultimate aim is to build long term, mutually benefical relationships with our clients and business partners. 

TERMS OF USE

 

Please take a moment to view an important legal disclaimer pertaining to the information contained on our website and our privacy policy.

Visit

Building 1, Ground Floor,

301 Burwood Highway

Burwood VIC 3125

Call

T:  1800 956 706 (Toll Free)

M: 0466 883 227 

© 2024 by Wealth Matrix Pty Ltd

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Wealth Matrix 

(Retirement Planning and Investment Specialist)

Wealth Matrix is a Corporate Authorised Representative of Only Advice Pty Ltd ABN 52 608 089 701 holder of Australian Financial Services Licence number 564793 of PO Box 530, Balwyn North VIC 3104.

The information on this web page is not financial product advice and is provided for information only.

Please click here to view our latest Financial Services GuideSecurity and Privacy Statement and Complaint Handling Policy.

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