Our Services

Financial Planning

Financial Planning

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

We begin every client relationship with an in-depth discussion about your financial goals and personal aspirations. Then, together, we set about creating a tailored solution that suits your needs.

Taxation and accounting

Taxation & Accounting

Matrix Norwest’s integrated service offering includes all your Taxation and Accounting needs:

  • technical strategies and advice
  • administration and implementation
  • lodgement and book-keeping 
  • reporting and compliance
  • self-managed superannuation funds
  • and more.
Estate planning

Estate Planning

As a Matrix Norwest Succession and Estate Planning client, you will enjoy the benefits of working to a comprehensive personal estate plan and business succession plan. Our professional yet approachable experts will empower you with a thorough understanding of how your plan works to achieve your own personal financial goals.

Investment Management

Investment Management

Matrix Norwest’s Investment Committee constructs boutique investment portfolios that integrate seamlessly with our other divisions, for a holistic offering that takes clients through every phase of their personal financial journey. Our holistic approach gives Matrix Norwest clients the opportunity to make a financial plan, manage their investments, and handle the tax consequences of their investment decisions – all under the one roof.

Review your financial plan

Catching up is an opportunity to reassess your goals, ensuring your implemented strategies continue to meet your objectives. Even if your personal circumstances remain the same, other changes such as government legislation or product enhancements may mean there is now a more appropriate solution at your disposal.