WEALTH MATRIX
Foundation
Wealth Matrix was founded by Ken Ngeow in early 2010 and is currently licensed with Only Advice Pty Ltd as a Corporate Authorised Representative. We have an office located in Burwood in the Eastern suburbs of Melbourne.
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The primary purpose of establishing Wealth Matrix is to have a positive impact on the lives of our clients by helping them achieve their goals and obtain peace of mind over their finances. We will do this by providing holistic financial planning and investment advisory services tailored to the specific needs of each client, based on their goals and values.
Purpose
Ken established Wealth Matrix as he wanted to create a business model that was different to that of other Financial Planning practices in the industry. After having extensive experience in the Financial Services sector and specifically in the professional advice space, he saw the common flaws and conflicts of interest that exists between Financial Planning practices and their clients.
In 2010 the Financial Planning landscape was starting to change with a growing emphasis towards a 'fee-for'service' advice model rather than remuneration through commissions. He felt it was an opportune time to launch an advice business that focused on creating life-changing financial strategies for clients, instead of just recommending products as was the common practice at that time.
Our Promise
At Wealth Matrix, our aim is to help you achieve financial success and peace of mind by providing you with a personalised financial strategy.
We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges.
We are committed to client service excellence and ongoing adviser education. The Wealth Matrix team are highly qualified financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control.
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