Matrix Planning Solutions along with Kalamunda Insurance & Superannuation Consultancy provides all your financial planning needs including: Retirement Planning, Investing, Superannuation, Life, Trauma & Income Protection Insurances

Matrix Planning Solutions Pty Ltd is an Australian Company with over $600 million in funds under management and growing. Your local representatives here in Kalamunda have a wealth of knowledge and experience and have been providing advice for over 30 years. Specific questions of concern we may be able to assist you with include:

RETIREMENT PLANNING
How much super do I need?
When can I afford to retire?
How much do I need to contribute to super to achieve my goals?
How can I maximise my retirement income?
What concessions and rebates are available to me?
What do I do now?

INVESTING
Where to start?
What are all my investment choices?
What types of investments suit me?
Can I reduce my tax liability?
Can I borrow to invest?
Should I invest in shares or property?

INSURANCE
What sort of cover should I have?
How much should I have?
Is it expensive?
Can I insure my income?
Is it tax deductable?
Is my current cover sufficient?

We can answer these questions and more. Your first consultation is free. We also offer a full review service of your current financial situation. Whether you're just getting started in your financial life or about to retire, we can help you.