Financial advisory firm, Chelsea Wealth Management has signed on to join Matrix Planning Solutions.
A statement from Matrix says this is a strategic move “…that will help the business enhance and broaden its value proposition, boost practice efficiencies and continue to grow”.
Chelsea Wealth Management is a subsidiary of Police Bank Limited and is currently licensed by IOOF-owned Bridges Financial Services.
The NSW-based business employs 13 staff including six financial advisers, across three locations in Sydney, the Hunter region and the Central Coast.
The statement says it specialises in holistic strategic advice for retirees and pre-retirees. Through its relationship with Police Bank, it also serves individuals and families affiliated with the NSW and Tasmanian Police Forces, Australian Federal Police, Border Force and associated entities.
Matrix Chief Executive Officer, Allison Dummett says that over the past few years, Matrix has invested heavily in people, processes and technology “…to support our advisers to run more efficient practices and spend more time on business building activities…”.
Matrix is a subsidiary of Clearview Wealth Ltd.
