Matrix Planning Solutions

Matrix Planning Solutions We're for advisers who are committed to delivering quality advice and are focused on growing their businesses.

Quality compliance support, an open APL, ongoing professional development and superior service with competitive pricing.

We love seeing our practices featured in the media and especially bringing light to the value of advice in their local c...
15/08/2022

We love seeing our practices featured in the media and especially bringing light to the value of advice in their local community.

The team at Berry Financial Services recently won a Port Macquarie Business award and was featured in the Greater Port Macquarie Focus Magazine.

❝The last couple of years have seen the use of video conferencing become an everyday thing. This has given us a great opportunity to work with our clients and their families, with location not presenting a challenge. It has been great working with clients’ extended families that are living in Brisbane, Melbourne and Sydney!.❞

Head to the link to learn more about the team and what they're doing to help clients achieve financial success 🔗 https://focusmag.com.au/

The industry is going through more change with the Quality of Advice review currently taking place. However, as we are a...
08/08/2022

The industry is going through more change with the Quality of Advice review currently taking place. However, as we are all aware, legislation change takes time and can be a distraction from the everyday running of your advice practice.

While we wait, we encourage our firms to continue moving forward with their innovation.

The ability to implement best practice technology innovation and workflow efficiencies will mean easier methods of managing compliance and advice delivery frameworks.

Because ultimately, this will give our advisers more time with their clients and improve the value of their service offering.

Do you need guidance on getting your firm more tech-enabled? Reach out to your Regional Manager for a discussion https://www.matrixplan.com.au/About-Matrix/Meet-Our-Team-3

We view the practices joining Matrix as the right fit for our values as a licensee.Both our success is dependent on our ...
01/08/2022

We view the practices joining Matrix as the right fit for our values as a licensee.

Both our success is dependent on our mutual relationship, which means we need to make sure that we're on the same page.

What does the really mean?

👉🏻 Strategic advice focus
👉🏻 Quality advice delivery and compliant processes
👉🏻 Embraces technology innovation
👉🏻 Focused on and willing to invest in the future
👉🏻 Values what we as licensee bring to the relationship

Our goal is to be the support network for your growth potential, as well as help you mitigate risk.

If getting the right team around you is what you need - head to the link to find out more 🔗 https://www.matrixplan.com.au/Join-Matrix/Our-Core-Services

What support do you look for from your licensee?With advisers changing pricing models, providing varying levels of servi...
25/07/2022

What support do you look for from your licensee?

With advisers changing pricing models, providing varying levels of services and focusing more on client value, it's no longer just about technology and compliance.

So what does that mean for your business?

Not only do you need the standard dealer services like licensing and compliance, research, remuneration and CPD, you also need:
📍 Pricing model guidance
📍 Technical support
📍 Paraplanning solutions
📍 Practice development
📍 Succession planning
📍 Marketing support

We can provide it all at Matrix.

Looking for better support for your practice? Head to the link to learn more about our solutions 🔗 https://www.matrixplan.com.au/Join-Matrix/Our-Core-Services

We get to see what the best practice firms are doing and how it's improving their bottom line and client value. A big pa...
18/07/2022

We get to see what the best practice firms are doing and how it's improving their bottom line and client value. A big part of their success involves getting client communications right.

Some of their methods include:
💬 Starting a podcast for clients
💬 Regular videos
💬 Using social media regularly
💬 Email marketing

Finding ways to connect with clients in a way that allows them to consume information at a time that suits them is what is working.

What are you doing to create more connection with your clients?

Our focus is to support the practices that want to implement innovation and grow. If that sounds like what you need, then reach out to learn more about how we can support you 🔗
https://www.matrixplan.com.au/Join-Matrix/Our-Core-Services

Have you heard about our Strategic Advice Framework?Today’s financial adviser is focused on giving clients true goals-ba...
11/07/2022

Have you heard about our Strategic Advice Framework?

Today’s financial adviser is focused on giving clients true goals-based advice. We wanted to support that with our Strategic Advice Framework, which guides advisers to develop a fee-for-service offering and deliver more strategy-based advice.

As a large, well-resourced licensee we’re helping advisers unpack the opportunity, create a differentiated and relevant offer and successfully implement it.

As a result, our advisers experience greater client engagement and loyalty, a more diverse client base and an uptick in revenue.

At Matrix, we’re committed to helping advisers confidently make the leap. Head to the link to find out more 🔗 https://www.matrixplan.com.au/Strategic-Advice

Allison Dummett, General Manager Licensees at Centrepoint Alliance, has a lengthy financial services pedigree.Allison ha...
06/07/2022

Allison Dummett, General Manager Licensees at Centrepoint Alliance, has a lengthy financial services pedigree.

Allison has been part of the rapidly changing financial services landscape in Australia since 1988, with an unwavering commitment to quality strategic financial advice.

Today, Allison is responsible for working with the authorised representatives connected to Centrepoint via all the licensees and driving licensee strategy.

Allison's team provides face-to-face and behind-the-scenes support to help advisers run compliant, efficient and growing financial advice practices.

❝Whether it's to help you work out your client pricing, study for FASEA, master new technology or solve a financial planning technical issue for your client, we have a team of great people who enjoy working with advice businesses.

We also really value what advisers do, which is make a difference to clients - that's what guides our ethos and support.❞

Looking for a new licensee home? head to the link to learn more about Matrix 🔗 https://www.matrixplan.com.au/About-Matrix

Are you regularly reviewing your client value proposition?In a changing consumer environment, with the increase in techn...
27/06/2022

Are you regularly reviewing your client value proposition?

In a changing consumer environment, with the increase in technology integration with business and the age of DIY investing, it pays to be evaluating and improving your client value.

You need to begin with knowing who your ideal client is. This helps you to really deliver the services they need and want. This includes seeking feedback about the value your clients perceive they get from using your services.

If you know your value and understand clearly the valuable service that you provide existing and new clients, it's also much easier to attract more clients just like the ones you love.

We help our member firms to navigate this process and implement the right systems. Find out more about how Matrix can support you 🔗 https://www.matrixplan.com.au/Strategic-Advice

❝Matrix doesn't have a ‘one size fits all’ mentality.❞- Adviser firm feedbackNo one likes to feel like they've been sold...
22/06/2022

❝Matrix doesn't have a ‘one size fits all’ mentality.❞
- Adviser firm feedback

No one likes to feel like they've been sold a cookie-cutter solution. We all want our business to be served based on our needs and wants.

There are some services that need to be streamlined, of course. But that doesn't mean they can't be adjusted for the specific needs of your business.

At Matrix, part of the Centrepoint Group, we do our best to support the needs of you and your business. Not just as another number in the licensee.

The feedback we get from advisers tells us we're getting it right.

Make sure you're with a licensee that listens to your needs and delivers on what they say they will 👌🏻

As we saw adviser numbers drop below 17,000 last month, it only puts more demand on advice firms. This means as an advic...
20/06/2022

As we saw adviser numbers drop below 17,000 last month, it only puts more demand on advice firms. This means as an advice practice, you need to be exploring ways to increase your capacity and improve efficiencies.

To do that, you need a licensee that has the resources and tools to support your change management programs. That can not only help you build a more successful business but also put you in amongst a community of your peers.

The Matrix and Centrepoint network of advice firms are evolving quickly and seeing the results. Areas such as more sustainable revenue growth, flat fee structures, improved profitability and better client engagement.

Want to explore a new licensee? Reach out to us via the link if you'd like to know more about what Matrix can offer 🔗 https://bit.ly/3GMr4MV

Did you know that a 2020 survey of more than 1,500 Australians conducted by KPMG reported that two-thirds of financial a...
15/06/2022

Did you know that a 2020 survey of more than 1,500 Australians conducted by KPMG reported that two-thirds of financial advice customers would prefer to keep their interactions wholly online?

With four out of five of all respondents preferring digital financial services across the board.

This stronger drive for practices to have technology at the centre of their client experience has also shifted their ideas about the role of their licensee in providing solutions.

❝It’s always been important for licensees to offer something to planners in this space,❞ says Tanya Seale, Group Executive Technology Solutions for Centrepoint Alliance.

❝Planners want to spend time with clients and having technology to streamline administration can certainly help with that. For planners making their own investment in technology, including the time and effort involved in keeping their software up-to-date, it can take up valuable hours they could otherwise use to meet with clients.❞

Technology and digital capability is a core service of Matrix and at the centre of an advice firm's growth trajectory. If you're ready to leverage and scale your business and need the right licensee to support you, reach out for a discussion 📞 https://www.matrixplan.com.au/Join-Matrix/Our-Core-Services

*Source: moneyandlife.com.au

13/06/2022

Our licensee firms recently sat in on an educational masterclass with our technical team. We run these sessions regularly, as part of the technical support we provide to our member firms.

But as we approach EOFY, this one was designed to highlight what needs to be addressed now and what will change from 1 July.

The technical team had some tips they left the advisers with:

1️⃣ A brave new contribution world will apply from 1 July 2022
2️⃣ Clients aged between 67 and 75 will have new super opportunities
3️⃣ Understand the timeframes and age restrictions in force
4️⃣ It's not too late to adopt EOFY super strategies - just remember the pre and post 1 July 2022 rules

Do you have a technical team to support your advice needs?

Reach out if you'd like to learn more about ours 👌🏻

Address

Level 14, 20 Bond Street
Sydney, NSW
2000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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