Financial Advice

At Matrium we believe in providing Strategic Financial Advice where we provide you with a personalised solution to assist you in achieving your financial and lifestyle goals. If you are considering making a financial investment in the future, we suggest that you speak to an expert beforehand. Our Financial Advisers have the knowledge and experience to help you navigate through the often complex decisions involved in putting together a financial plan. You can also benefit from their network of specialist support services.

The Planning Process

A financial adviser can help you achieve your financial goals by putting together a financial plan for you to follow. They’ll use the first meeting with you to gather facts about you, your income, existing investments and your future needs.

They will also work with you to establish:

• How comfortable are you with different levels of investment risk
• What your specific financial planning goals are – retirement, home ownership, wealth creation, income protection
• A plan that can help achieve those goals
• What investments are appropriate for you.

If you wish, your financial adviser can then create a detailed, written financial plan and work with you to implement it.

FPA research shows that three quarters of Australians have experienced financial difficulty at some point. While household wealth is rising, so too is our cost of living, credit card debt, and many Australians struggle to afford the home they want.

Now more than ever, Australians need good financial advice. Good financial advice helps you make the most of what you have while helping you to create a comfortable future for you and your family.

How do I contact a Financial Adviser?

If you are interested in meeting with one of our financial advisers for a free initial interview please contact us between 8.30am and 5.00pm (EST) Monday to Friday:

Phone: (02) 8861 1840

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