Clay's Financial Services
27 Years
in Business
1 Year with
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About Us
Financial Solutions Tailored To Individual Needs
- Ace Financial Guidance For Your Future
- Affordable Services
- Authorised Matrix Planning Rep.
- Bespoke Advice For Your Needs
- Leading edge financial planning and modelling soft.
- Maximise your retirement income.
- Personal superannuation & corporate superannuation.
- Provide services fairly & efficiently.
- Self-managed funds.
- Sound, Reliable Financial Services
- General Info
We aim to deliver top-notch financial advice that ensures our clients' long-term success and financial well-being.
Clays Financial Services Pty Ltd has been operating under the ABN: 63 084 174 881 as a Corporate Authorised Representative of Matrix Planning Solutions, providing financial advice tailored to individual needs.
Clays Financial Services Pty Ltd is an esteemed financial services entity nestled in the vibrant town of Shellharbour, New South Wales. We take great pride in our longstanding presence in the community, being an integral financial beacon located at 26 Darley Street and readily accessible to locals and businesses alike.
Our services encompass a broad spectrum of financial areas, including but not limited to, wealth creation, superannuation strategies, retirement planning, insurance analysis, and estate planning. Our team comprises savvy financial professionals who are not only well-versed in the art of finance but are also compassionate individuals who understand the personal element involved in financial consultation. We blend technical expertise with a human touch to create a service experience that is both enlightening and comforting.
Our business isn't just about numbers; it's about people, dreams, and the relentless pursuit of financial freedom for every client that walks through our door.
- Accreditations
Australian Credit Licensee (ACL)Australian Financial Services Licensee (AFSL)ACL No. 238256- Email Business
- Payment method
- debit, cheque, cash, mastercard, visa
- Established
- 1999
- ABN
- 63 084 174 881
- Staff
- 1-10
- Service Notes
- Open Monday to Friday
- Other Links
- Other Email
- Categories
- Commercial
- Yes
- Keywords
- Advice, Aged Care Financial Advice Wollongong, Business, Centrelink Financial Advice Wollongong, Clays Financial Services Pty Ltd, Commercial, Consultations, Consulting, Consulting Services, Corporate Authorised Representative, Couples, Expert Team, Financial Advisor Wollongong, Financial Planner Wollongong, Financial Planning, Financial Planning Services, Financial Services Shellharbour, Financial advice Shellharbour, Funds Management, Individual, Individuals, Insurance - Life, Investment, Investment Services, Investments, Managed Funds Wollongong, Matrix Planning Solutions, Men, Professional, Professionals, Retirees, Retirement, Rollover & Annuity Consultants, Self-Employed, Small Businesses, Superannuation, Women
FAQs
What is an Australian Financial Services Licensee?
An Australian Financial Services Licensee or AFSL is a legal structure for the provision of financial advice in Australia. As an AFSL, Matrix is responsible for monitoring and supervising Matrix Planning Solutions advisers, ensuring they are appropriately trained and are able to provide services fairly, efficiently and honestly. Our advisers must pass police and reference checks to be appointed and maintain quality standards in education and advice.
Do Matrix Planning Solutions advisers work on commissions or fee for service?
Matrix Planning Solutions advisers are able to offer you services using your preferred charging method. Each adviser outlines his or her charge structure in a Financial Services Guide (FSG) which is provided to you prior to implementing advice.
Is Matrix Planning Solutions affiliated with a bank or financial institution?
No, Matrix Planning Solutions is independently owned with a wide-ranging approved product list with over 50 providers.
Where is Clays Financial Services located?
They are located at 26 Darley Street, Shellharbour.
Is my money invested with Matrix Planning Solutions?
Unfortunately, Matrix Planning Solutions does not directly manage any client's money and your adviser can only implement transactions on your product accounts with your authority.
Is Clays Financial Services licensed?
Yes, they are a Corporate Authorised Representative of Matrix Planning Solutions with AFSL & ACL No. 238256.
How can I contact Clays Financial Services?
You can contact them by phone on 02 4297 3601 or email at [email protected].