Developing relationships with our clients is very important to us. We take the time to get to know you and your personal situation and we also take the time to educate you, so you can make informed financial decisions. Read the testimonials below to find out what our clients have to say about our practice and the quality of our services.

Gina and I have been clients of Clay’s Financial Services and now Matrix Planning Solutions Shellharbour since 2004.
I have found Max and his staff very cooperative, friendly and above all very professional. Being self-employed for many years, Max helped me with superannuation and insurance advice as well as introducing me to the Prospera Financial Freedom System in June 2005. Read More
Noel Butler & Gina Scott

Michael and I have been clients of Clay’s Financial Services for well over 10 years through superannuation and life insurance. In September 2005 we started additional investments through the Prospera Financial Freedom System that has produced some great results for our family. Read More
Michael & Catherine Silarski

I am writing to thank you for your continued professional service in handling my financial affairs. My late husband, William made contact with you over 10 years ago.
He was always extremely satisfied and trusted your honest and loyal support, particularly from you Max and Betty. Read More
Mrs Judith Urquhart

Your Reliable Services
I just with to convey my sincere thanks to you Max and Betty in particular, as well as your wonderful staff you have on board for the wonderful service that you have provided to my daughter and myself over the past 20 odd years. Read More
Margaret Rogers