Building and protecting financial legacies for tomorrow.

Welcome to Matrix Norwest

Matrix Norwest is a trusted wealth management firm, delivering tailored accounting, advisory, succession and estate planning services.

Matrix Norwest, Sydney Financial Planning Services
"We seek to build quality partnerships with a select group of clients. It is a privilege to manage our clients' wealth, a responsibility we approach with unwavering expertise and discretion."
Matthew Stevenson, Chief Executive Officer

Experience the confidence in knowing your wealth is managed with expertise and care.

Taxation and
Accounting

Engage Matrix Norwest to assist with compliance and management, lodgement and book-keeping, auditing, and business planning.

Strategic
Advisory

Grow and protect your wealth, with tailored structures, strategies and solutions for your personal and financial goals and aspirations.

Investment
Management

Portfolio management tailor-made for your expectations on income, growth, risk profile, long-term objectives, and evolving financial needs.

Succession and
Estate Planning

Safeguard the future for yourself, your business, your family, your philanthropic interests, and the legacy you wish to leave.

Matrix Norwest, Sydney Financial Planning Services

Our team is led by experienced professionals who embody a culture focused in prioritising client interests. They are supported by a dedicated group of specialists across accounting, financial advisory, and legal disciplines – each committed to our unwavering client-first philosophy.