SERVICES

Wealth Matrix provides financial planning advice to individuals, companies, trusts and super funds relating to their individual circumstances and financial goals. Our advisers will work with you to understand what is important to you and explain how we can help you achieve a secure financial future.

Retirement Planning
 

Retirement planning provides you with the opportunity to make the most of your life after work, before you decide to transition from or leave full time employment permanently.

Family Risk Protection

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Making sure you have the means to support your family financially and ensuring your debts are sufficiently covered in the event of death, illness or an accident is an essential part of the financial planning process.

Superannuation

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Superannuation for most Australians provides a major source of retirement income. It has been widely acknowledged however that the current legislated superannuation contribution (9.25%) paid by employers for their employees is not enough to secure the retirement that most Australians would like to enjoy.

 

Wealth Creation
 

Some of our clients come to us specifically for our investment consulting services. We provide these services to private clients, families, personal entities such as self-managed superannuation funds and family trusts.

Tax Effective Strategies
 

We work with clients to create tax effective strategies to help them minimise the impact of taxes and with gearing strategies, build wealth in the long term. The types of strategies we typically utilise includes salary sacrifice, investment gearing and structuring personal insurances.

Estate Planning
 

Estate planning provides you with the opportunity to make important decisions about the assets you have worked a lifetime to create and ensure the assets are passed-on to your desired nominated beneficiaries.

Visit

Ground Floor

45 Church Street

Hawthorn VIC 3122 

Call

T: 03 9853 0322

F: 03 9853 0811

M: 0466 883 227 

© 2015 by Wealth Matrix Pty Ltd

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Wealth Matrix

Corporate Authorised Representative

Charter Financial Planning Limited (Charter FP)

ABN 35 002 976 294

Australian Financial Services Licensee Licence number 234665

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