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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

Suite 215, 71 Gipps Street 

Collingwood VIC 3066

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 an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

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

Terms and Conditions, Security and Privacy Statement and Count Financial Complaint Policy

Please click here to view our latest Financial Services Guide (Part 1 & 2)

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