Wealth Matrix

At Wealth Matrix, our job is to help you plan strategies that will allow you to take control of your financial future. We build close relationships with you and your family to secure each generation's financial wellbeing. But really, our business is all about you.

Our Story

Wealth Matrix is a boutique Financial Advice business situated in the Eastern suburbs of Melbourne. We welcome you to learn more about our business, our staff, our values, and how we can assist you with your financial planning needs.

Our Services

Our team of experienced professionals offers a wide range of services designed to help you achieve your financial goals. These services include:

• Retirement Planning: We help you plan for a comfortable retirement, ensuring that you have enough savings to enjoy your golden years.
• Family Risk Protection: We assist you in protecting your loved ones from the unexpected, ensuring that they are financially secure in the event of an untimely death or disability.
• Superannuation: Our experts will help you navigate the complex world of superannuation, ensuring that you are making the most of your retirement savings.
• Wealth Creation: We help you develop a wealth creation strategy that is tailored to your individual needs and goals.
• Tax Effective Strategies: Our team will work with you to develop a tax-effective strategy that minimizes your tax liability and maximizes your wealth.
• Estate Planning: We assist you in planning for the distribution of your assets after your passing, ensuring that your wishes are carried out.

Our Team

Our staff consists of a dedicated group of experienced professionals who are passionate about their work and providing an excellent customer service experience. Our team includes:

• Ken Ngeow: Director/Principal Financial Adviser with over 15 years of experience in the financial services sector.
• Ingrid Budiono: Client Administrator with over 17 years of administrative experience both overseas and in Australia.

Our Values

As a business, we place a strong emphasis on our company values. Our ultimate aim is to build long-term, mutually beneficial relationships with our clients and business partners.