Financial Planning, Education & Consultancy
Meet the Team
With nearly 20 years experience gained in the Financial Services industry we bring to you down to earth financial planning and education around managing your finances.
Options Matrix Capital provides fully independent education and advice. We do no sell any regulated or non-regulated financial products, nor do we provide any active wealth management services, nor do we advise on the purchase or sale of any securities. With our excel planning solutions we help you establish an objective view on your finances.
How can we help transform your finances?
Our system and process will help bring order to your finances with the following results:
Organize your finances
Review your finances objectively
Stop & prevent burning fires
Simplification of your finances
Gain clarity on your finances
Create a plan to achieve your goals in life
Services
1
Spending Plan Template & Video Instructions
Our spending plan is the first step to get visibility, order and transparency to your monthly financial in and out goings.
2
Full Day, In Person Financial Planning Course
Our full day course equips you will the know how to plan and mange your finance better and equip you with the information to have meaningful conversation with any financial advisors you approach.
3
One on One Consulting
We offer a service to setup your financial system and create bespoke solutions to manage your finances according to your needs.