Starting Out

Wouldn’t it be good to feel that life isn’t all about work?

No matter what you do for a living, your money should work as hard as you do.

At Clay’s Financial Services / Matrix Planning Shellharbour, we’ll work with you to determine what really matters to you. No matter how small or large your bank balance is, we have the tools to help you plan your finances. Together we will discuss your values and goals and what is most important to you now and in the future. Whether it is buying your first home, starting a family or paying down your mortgage, we will provide you with a tailored strategy for your specific needs.

We pride ourselves on providing high quality Strategic Advice, and realise that everyone is different. This is why you need to talk to a professional who has the ability to look at your total position and help you make smart investment decisions to give you a head start in life. We’ll help you take control of your money. You’ll see your options clearly, get your finances in order and manage your debt so you can sleep easy at night.

Where we can help

Debt Reduction Strategies - We can help you reduce the burden, and increase the efficiency, of your debt.

Personal Risk Planning - To give you peace of mind. We’ll help you protect your family if something unexpected were to happen.

Personal Cash Flow Management - To help you run your personal finances like a successful business does.

Investment Advice - to help you build your wealth, to enable you to have greater lifestyle choices in the future.

Superannuation Advice - to help you maximise the benefits of your superannuation.

To see how we can give you a head start on your finances make an appointment with us today. Contact us on Ph 4297 3601, or email admin@claysfinancial.com.au.