WEALTH MATRIX

 

Foundation

Wealth Matrix was founded by Ken Ngeow in early 2010 and is licensed with Charter Financial Planning as a Corporate Authorised Representative. Charter Financial Planning is one of the largest financial planning networks in Australia and is backed by AMP, one of Australia's oldest and most-trusted financial services companies.

 

Wealth Matrix is proud to be an independent boutique Financial Advisory business which is privately owned and run. That means we have no ownership ties to any fund manager or financial institution. We are therefore not required through ownership to recommend you or direct you towards any particular investments or products.

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 on a 'fee-for'service' remuneration structure and a gradual banning of 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. All of our advisers are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control.