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.
First and foremost, we always act in our client's best interest. By being an independant business and adpoting a fee-for-service structure, we eliminate any potential conflicts of interest and thus our client's financial well being is our number one priority. Here at Wealth Matrix, one of the core principals is to minimise the use of paper and recycle whenever possible.
First and foremost, we always act in our client's best interest. By being an independant business and adpoting a fee-for-service structure, we eliminate any potential conflicts of interest and thus our client's financial well being is our number one priority. Here at Wealth Matrix, one of the core principals is to minimise the use of paper and recycle whenever possible.
Services
Wealth Matrix provides financial planning advice to individuals, companies, trusts and super funds relating to their individual circumstances and financial goals. Our advisers will work with you to understand what is important to you and explain how we can help you achieve a secure financial future.
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.
Retirement planning provides you with the opportunity to make the most of your life after work, before you decide to transition from or leave full time employment permanently. By working with a Wealth Matrix adviser you will be able to consider all of the important issues associated with your retirement.
Making sure you have the means to support your family financially and ensuring your debts are sufficiently covered in the event of death, illness or an accident is an essential part of the financial planning process. While many people take appropriate steps to insure their homes, cars and other important assets, far fewer consider the potentially devastating consequences of an unexpected injury, life-threatening illness or permanent disability.
Superannuation for most Australians provides a major source of retirement income. It has been widely acknowledged however that the current legislated superannuation contribution (9.25%) paid by employers for their employees is not enough to secure the retirement that most Australians would like to enjoy.
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