About Us

We believe that we help clients make better informed decisions. Our team consists of highly skilled, trained and fully qualified staff who are dedicated to assisting clients in achieving their financial goals and estate planning objectives. GPA Matrix is uniquely placed to deliver the highest possible levels of customer care and technical excellence for our clients.

The team has been selected for their differing specialities, such as:

  • Pre-post retirement planning advice
  • Wealth creation
  • Debt management
  • Asset protection
  • Tax effective solutions
  • Centrelink advice
  • Business human risk evaluation and protection strategies

 Fees

All initial client meetings are complimentary and obligation free. We operate a transparent fee structure - one where everything is disclosed both in percentage and whole dollar terms so the client knows exactly where they stand every step of the way. At GPA our focus is on strategic advice, not products and transactions. Strategic advice involves a thorough assessment of all aspects of your financial plan and therefore we will discuss specific fees and changes once we have completed an initial assessment, and determined that we can add value to your financial life.

Corporate Authorisation

GPA Matrix is a Corporate Authorised Representative of Matrix Planning Solutions Limited (Matrix), AFSL No. 238256, and as such is not restricted to offering only a handful of solutions to clients. Matrix Planning Solutions is a Principal Member of the Financial Planning Association of Australia. Matrix is an unlisted public company owned by financial advisers and management and as we are not aligned with any financial institution or life company, we are able to provide appropriate and extensive advice on a wide ranging Approved Product List.

Education & Training

Each adviser at GPA must meet stringent ongoing educational and professional development requirements. Some of our advisers have worked for the world’s largest financial institutions, whilst others have built their own financial business from the ground up.

Research

Amongst other resources, Matrix provides us with up-to-date information on a regular basis. Our advisers have access to these extensive resources allowing them to either specialise or to offer the total spectrum of financial advice from wealth creation and risk protection to retirement planning. Matrix keeps up to date on current and future financial trends and this information is regularly supplied to our advisers to ensure they have a clear and concise view of the financial market place all day, every day.