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Expert Matrix
In today's complex financial environment, sound advice about your finances is essential. To achieve maximum value, that advice should come from someone who offers client focused solutions and a high degree of expertise.
That's why Matrix Planning Solutions has brought together more than seventy of Australia's leading financial advisers. Our growing group of advisers together offer their diversified experience and expertise from many areas of the financial services industry. It is this sharing of knowledge and resources that make our advisers so successful in the field.
Objective Matrix
Adhering to strict standards of business morality and ethics, Matrix advisers offer objective, needs based financial advice.
Through a systematic process, our advisers identify your individual needs and objectives, and develop with your assistance, an integrated financial plan. By creating solutions tailored to your individual needs, as our client, you will benefit from our impartial advice. Our advisers work for you and with you, providing ongoing support ensuring your finances are in good hands.
Secure Matrix
When you choose a Matrix adviser you have the security of knowing you are dealing with an elite and formidable organisation.
Each Matrix adviser must meet stringent and ongoing educational and professional development requirements. Some of our advisers have worked for the world's largest financial institutions, whilst others have built their own financial business, from the ground up. It's this diversity of our advisers that makes Matrix Planning Solutions such an exciting financial group.
Total Matrix
In terms of product research, software and technical support your Matrix adviser is provided with up-to-date information on a regular basis.
Matrix advisers have access to these extensive resources allowing them to either specialise or to offer the total spectrum of financial advice from wealth creation and risk protection to retirement planning. Matrix keeps up- to date on current and future financial trends, and this information is regularly supplied to our advisers to ensure they have a clear and concise view of the financial market place all day, every day.
Future Matrix
Matrix Planning Solutions currently have over $1 billion in funds under advice, and we're growing fast. Matrix was recently recognised in the Money Management Magazine's "Top 100 Dealer Groups", appearing in the top 10 of Australian privately owned financial planning groups.
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Russell
Fletcher
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Russell Fletcher - Your Adviser
Russell Fletcher is an Authorised Representative anda shareholder of Matrix Planning Solutions Limited, an unlisted public company.
Russell is qualified to prepare and implement comprehensive investment, insurance and retirement strategies for all your needs. In addition, he offers professional and self employed clients tailored wealth creation strategies.
All recommendations are based upon an analysis of your needs, objectives and personal circumstances. Alternatively, you may instruct Russell to purchase particular products or investments on your behalf.
Russell is an Authorised Representative and a shareholder of Matrix Planning Solutions Limited (Matrix), an unlisted proprietary company. As such, he is authorised to give advice on an approved list of securities, managed investments, superannuation investments, life and business risk insurances.
In providing his services to you, Russell is the director of his own business, Churchill Financial Planners Pty Ltd (ABN 81 098 293 273) conducted at:
| 307 Pier Street Perth WA 6000 |
Phone: 08 9228 8011 Fax: 08 9228 8055 Mobile: 0413 515 051 E-mail: russell@churchillinsurance.com.au |
Russell is a financial planning specialist with over 21 years experience in the financial services industries. He provides professional advice in the following areas:
| Superannuation | Financial Planning |
 Corporate
- Employer |
Wealth
Creation |
| Personal
Self-Employed |
Investment
Planning |
| Self
Managed |
Savings
Plans |
| Managed
Funds Investment |
|
| Gearing/Margin
Lending |
|
| Retirement Planning | Risk Management |
| Allocated
Pensions |
Life
Insurance |
| Complying
Annuities/Pensions |
Income
Protection - Sickness & Accident |
| Total
and Permanent Disability cover |
|
| Key
Person Insurance |
|
| Trauma
Insurance |
|
| Business
Expenses Insurance |
|
| Group
Life/Disability Cover |
Links:
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