Matrix Norwest, an integrated financial services firm, specializes in providing comprehensive financial and taxation guidance to private client groups with intricate needs. Their diverse services encompass taxation strategies, compliance, financial advice, insurance, investment management, and succession planning.
With four decades of experience, Matrix Norwest serves as a personal Chief Financial Officer, dedicated to growing and safeguarding clients' wealth. Their highly specialized team offers tailored and up-to-date solutions to align with clients' financial objectives, ensuring peace of mind in wealth management.
The firm's origins trace back to Rob Pedersen, who established a financial planning company in 1983. Overseeing its growth, Rob expanded the service offerings to include tax, accounting, legal advice, and financial planning, evolving into a holistic solution. In 2016, a merger with Matthew Stevenson and Alison Stevenson of Norpoint led to the formation of Matrix Norwest in its present holistic form.
With 20 employees based in their North-West Sydney offices, Matrix Norwest delivers a personalized approach to guide clients through every facet of their financial journey.