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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. We believe that only by strongly adhering to these values can we achieve a high level of customer satisfaction and create a sustainable business.

Clients are our priority

First and foremost, we always act in our client's best interest and your financial well-being is our number one priority. We support this with an advice model that is predominantly fee-for-service, providing strategic and product advice tailored to your personal circumstances.

Caring for the environment

Here at Wealth Matrix, one of the core principals is to minimise the use of paper and recycle whenever possible. From the inception of the business, we have been a paperless office and we choose electronic communication as a preferred method over printed material. We also have a dedicated recycle bin at each desk to ensure our staff are recycling wherever possible.

Honesty and transparency

We aim to build long term relationships with our clients. Thus we believe that by being as honest and transparent to our clients as possible, we can build mutual trust. We also help clients understand complex strategies and financial terms by using illustrative tools such as flowcharts and diagrams in client presentations. We also avoid using financial jargon and try to explain concepts in simple terms.

Being there for you

From time to time, we understand that our clients may need to contact us to ask us a question or to discuss a particular issue. Our commitment to our clients is that if we are not immediately available to answer their queries, we will endeavour to contact them by the close of the business day or within the next 24 hours.  

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