Matrix Norwest, Sydney Financial Planning Services
Trusted Advice

For almost 40 years, Matrix Norwest has helped individuals and businesses with their investment, tax and insurance needs – to grow and protect their financial assets.

Our professional qualifications include licences and memberships of Australia’s most respected industry and regulatory bodies.

Wealth of Knowledge

Matrix Norwest clients benefit from our strong track record as well as our team’s decades of experience in financial management. We have cross-industry experience in financial planning, insurance, taxation and accounting, estate planning and SMSF management.

Matrix Norwest experience
Matrix Norwest, Sydney Financial Planning Services
Our team

The Matrix Norwest team is professional and responsive. Our trusted experts create tailored solutions that help our clients to meet their financial goals.

Our Clients

Our custom, integrated approach services clients at every stage of their financial journey. Whether you’re managing a high-growth start-up, or making a plan to share your accumulated wealth, our trusted experts will provide the advice and solutions that are right for you.

Matrix Norwest - Who we are
Matrix Norwest, Sydney Financial Planning Services
Financial Partners

Matrix Norwest offers up-to-the-minute holistic, tailored structures, strategies and solutions with your personal financial goals in mind.

As your financial partner, and supported by a network of professionals, we can help at every stage of your financial journey.

  • Financial Planning
  • Taxation and Accounting
  • Succession and Estate Planning
  • Investment Management
Matric Norwest - What we do
Matrix Norwest, Sydney Financial Planning Services

Your financial goals and aspirations are unique to you; so is our solution. As your financial partner, we work with you to plan your financial journey – from where you are now to where you want to be.


Communication is key to our clients’ success. To clarify your goals, we listen actively and ask the right questions. We are committed to explaining your options and keeping you informed; decision-making is consultative and inclusive.

Matrix Norwest - Our values

Wouldn’t you like the peace of mind that comes from knowing your hard-earned wealth is in safe hands?

Financial Planning

Financial Planning

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

Taxation and accounting

Taxation & Accounting

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

Estate planning

Succession and Estate Planning

Safeguard the future for yourself, your business, your family and your philanthropic interests

Investment Management

Investment Management

Portfolio management tailor-made for your expectations on income, growth and risk profile

Be empowered

Strategies and solutions to achieve your financial goals.
We will work with you every step of the way on your financial journey. We will also ensure you are empowered to make financial decisions that best reflect your personal aspirations. Success looks different for everyone. We will take the time to understand your story, your current financial situation and where you want to be in the future.

Protect your wealth

At Matrix Norwest, our team of experts constantly keep our trained eyes on the international and domestic economic and regulatory environments. A small change in policies and procedures can have serious consequences for our clients. And you can benefit from updates and enhancements to product offerings.

That’s why we constantly monitor the industry landscape, keep our clients informed, and continue to reassess your financial goals.