Services

At Clay’s Financial Services / Matrix Planning Solutions Shellharbour we offer Strategic Financial Advice, providing you with a personalised solution to assist you in achieving your financial and lifestyle goals.

If you are considering making a financial investment in the future, we suggest that you speak to an expert before you make a move. Our Financial Adviser's have the knowledge and experience to help you navigate through the often complex decisions involved in putting together a financial plan. You can also benefit from our network of specialist support services.

We have experienced and qualified advisers to provide advice in the following areas:

• Wealth Creation
• Budgeting
• Debt Reduction
• Borrowing to Invest
• Personal & Business Insurance
• Estate Planning
• Investments
• Superannuation & Retirement Planning
• Self Managed Super Funds

Contact our office today on Ph:02 4297 3601 or Email:admin@claysfinancial.com.au to make an appointment to discuss how we can help you plan for your future.