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Matrix Planning Solutions
About Us
Products and Services
FAQs
At Sound Steps we believe very strongly in the principle that people should specialise in their own field of expertise - what they do best. Whilst you are no doubt very good at what you do, financial planning is a much specialised area of expertise - the Advisers at Sound Steps are fully qualified and authorised to give you professional financial planning advice.
We regard our role with our clients as that of a financial coach in that we are embarking together on a financial planning journey and the interactive relationship between our clients and ourselves is very much a two way street.
"We were most concerned about our security and our continued income now we are retired - Peter at Sound Steps reviews our retirement planning position regularly and we are very comfortable with his advice and the service we receive from his Practice" - Margaret & James - Bowral.
Open Monday - Friday
Budgeting, Cashflow Management, Centrelink, Debt Reduction, Estate Planning, Income Protection, Insurance, Investments, Life Insurance, Retirement Planning, Savings Accounts, Superannuation, Wealth Creation
By Appointment, Independently Owned, Licensed
Retirement
Individuals, Professionals
Absolutely - we appreciate that our client's personal and financial information is very sensitive and we ensure total security and confidentiality of all information - we treat our client's information with exactly the same care as our own. In addition, we are bound by Matrix's Privacy Policy Statement
During and subsequent to our first meeting with you we gather a great deal of personal and financial information from you which we need to prepare our financial planning recommendations for you. We also evaluate possible strategies and briefly analyse the scope of advice that we will address in our report to you. As you would possibly appreciate, there is then a considerable amount of time required to be spent by staff in our Practice to prepare your Financial Plan.
Very simply, Financial Planners use their on-going professional training and expertise to assist their clients to achieve their financial goals and aspirations. Every person is an individual and the Advisers at Sound Steps recognise how important it is to tailor financial planning strategies to suit every individual client. At Sound Steps we develop a special relationship with all our clients based on total trust.
In order to provide financial advice in Australia, Financial Planners must be authorised through a Licensee. Matrix Planning Solutions Limited (Matrix) is an Australian Financial Services Licensee (AFSL) and Life Insurance Broker, AFSL No. 238256. Matrix was founded in 2000 and has member Practices across Australia - Sound Steps is proud to be a founding member Practice of Matrix. The Advisers at Sound Steps are Authorised Representatives of Matrix.
At Sound Steps you will find a friendly team of financial planning professionals ready to help you achieve your goals and objectives. Our Advisers are fully qualified and authorised to give advice and take this responsibility very seriously. We invest in professional development, research and resources to keep up-to-date with legislative changes, product innovations and business best practice.
We regard this issue most importantly ¿ Matrix Planning Solutions Limited (Matrix), AFSL No. 238256, is one of the largest non-aligned Australian Financial Services Licensees in the country and Sound Steps is proud to be a founding member Practice of Matrix. Being non-aligned means that we are 100% owned by ourselves ¿ there is absolutely no outside ownership by any Bank, Fund Manager, Insurance Company or any other financial institution.
At Sound Steps we are very aware of the role that all professional advisers have to play when it comes to providing beneficial advice to ensure that you reach your goals and aspirations. These different professional advisers such as accountants, solicitors and general insurance brokers work very much in a complementary fashion with financial planners and communication and co-operation between your advisers helps to achieve the best possible outcome for you.
Quite clearly the focus of our attention is the strategies we consider and the work we undertake for our clients. However, whilst there is no expectation at all for you to refer anybody to our Practice, the reality is that we do in fact receive many referrals from our clients to their family and friends. We sincerely believe this is due to the level of trusted financial advice and service that we provide to our clients.
Whilst we are not Accountants we are very well aware of all tax legislation and related matters that have an impact on financial planning ¿ we therefore provide tax information specific to our client¿s financial situation and strategies with the recommendation that they seek tax advice from their Accountant. We have developed relationships with Accountants to deliver a more complete outcome to mutual clients
Whilst we are not Solicitors we are very well aware of specific matters that have an impact on the estate planning issues of our clients ¿ we therefore provide information specific to our client¿s estate planning situation with the recommendation that they seek legal advice from their Solicitor. We have developed relationships with Solicitors to deliver a more complete outcome to mutual clients.
