With 40 years of experience in providing integrated financial solutions – across financial planning, accounting and insurance – it’s our job to grow and protect your wealth.
We are a highly specialised and skilled team offering up-to-the-minute holistic, tailored structures, strategies and solutions with your financial goals in mind – giving you the peace of mind that your hard-earned wealth is in safe hands.
Matrix Norwest has its origins with Rob Pedersen and his financial planning firm. Rob established his company in 1983 to assist individuals and businesses with their investment and insurance needs; he has overseen his firm’s growth and continues to work with Matrix Norwest as Chair of the Board and a member of our Investment Committee.
Adapting to the industry environment, Rob’s service offering evolved with its clients needs to become a bespoke, integrated solution comprising tax and accounting services, legal advice and financial planning. 2016 saw a merger with like minds Matthew Stevenson and Alison Stevenson of Norpoint – and Matrix Norwest became the holistic firm that it is today.
Now with 20 employees located in our offices in North-West Sydney, we offer a tailored and individual approach to accompany our clients through every step of their financial journey.