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GPA Matrix

GPA Matrix is a principal founding member and Corporate Authorised Representative of Australian Financial Services Licensee, Matrix Planning Solutions Limited.

GPA Matrix have a number of Authorised Representatives. The firm specialises in Total Financial Planning and Investment advice and has been operating since 1975. It is one of the most progressive and respected firms in the Hunter Valley.

Clients include:

  • Retirees
  • Many professional practices, including leading accountancy and legal firms, and medical practices
  • Successful company owners
  • People who want to create, manage and protect wealth
  • Superannuation fund members
  • A wide cross section of people from all walks of life who want to protect their families and themselves and who want to be financially independent at retirement

GPA Matrix is a practice, designed around specialists who give advice on economic human life values, government pensions and redundancy advice in addition to "normal" financial planning. All plans automatically include Estate Planning.

Also automatically included is a monitoring and regular review service.

Confidentiality and Security - GPA Matrix is critically aware of the need for both, and all staff members sign confidentiality agreements.

All first appointments are complimentary.


Contact Details:

Street Address:
1st Floor, 41-45 Newcomen Street, Newcastle NSW 2300
Postal Address:
PO Box 820, Newcastle NSW 2300
Telephone:
02 4926 2022
Fax:
02 4926 4789
Email:



 

 

 

 

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