We are a boutique specialist financial planning firm based in Albury Wodonga, located in North East Victoria and Southern NSW.
We focus and specialise in pre-retirement and retirement planning and aged care consulting. read more...
Financial advice is not about product and it's not about selling you something - it's actually about creating a solution by building a unique pathway to achieve what's important to you.
We use our expertise and experience to guide you, so you have piece of mind and feel confident to make informed financial choices.Our approach to advice is all about about getting the bigger picture right.
Want to know a little more about our approach to advice - then click on the video.
Anne-Marie Humphries is our Practice Principal and Certified Financial Adviser. Anne-Marie is backed by a team of qualified support staff, each with their own financial planning qualifications and extensive industry experience.
Together we are committed to delivering exceptional standards of advice and service to our clients.
We gain a lot of satisfaction working closely with our clients to ease their financial worries. It means a lot to us that our clients feel we have helped them achieve their goals and have provided them with financial peace of mind. Don't take our word for it - watch and read what just a few of our clients have to say about us.
General Advice Warning
The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.
Website Terms and Conditions
The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).
Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Matrix Planning Solutions Limited disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward-looking statements. Past performance is not an indication of future performance.
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