M&A Wealth Pty Ltd is a privately owned financial advice firm that bases its business over the east coast of Australia.
With multiple years of experience in the financial services industry the company has chosen to be a corporate authorised representative of Matrix Planning Solutions Limited. This is a non-bank aligned Australian Financial Services Licensee (AFSL).
The firm feels that it is advantageous to be a representative of a non-bank aligned AFSL as Matrix Planning Solutions Limited have an agnostic view to product, and focus on the strategy when providing financial advice. This allows M&A Wealth to focus on our clients’ overall needs first.
The company’s mission is to assist each and every client Build their wealth through various strategies that may be available to them. We then look to Manage their assets over time whilst also providing options to Protect their wealth against any unforeseen circumstances that life may throw their way.
This is applicable to both their financial and lifestyle goals and objectives.
In order to assist the company’s clients achieve their long term goals and objectives, the firm believes that it is more important to get the overall strategy right before considering appropriate products to recommend.