About the Goal Financial Solutions. ABN 62 155 462 534 is a Corporate Authorised Representative (No 417 698) of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256

Our Financial Services Guide (FSG) is available here.


General Advice Warning

The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. 

Privacy Policy

We respect your privacy and are committed to ensure that any Personal Information we collect about you is handled in accordance with the provisions of the Privacy Act 1988 and the Australian Privacy Principles and any other applicable privacy related laws. Further information on how we handle your personal information is explained in our Matrix Privacy Policy which can be accessed here.

Website Terms and Conditions

The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS). Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Matrix Planning Solutions Limited disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward looking statements. Past performance is not an indication of future performance.

Website Content

The materials displayed on this site including without limitation all information, text, materials, graphics,software,advertisements,names,logos and trademarks on this site (Content) are protected by copyright, trademark and other intellectual property laws unless expressly indicated otherwise. You must not modify, copy, reproduce, republish, frame, upload to a third party, post, transmit or distribute this content in any way except as expressly authorised in writing by us or Matrix Planning Solutions Limited. You may view this site using your web browser and save an electronic copy, or print out a copy, of parts of this website solely for your own information, research or study, but only if you keep all content intact and in the same form as presented on this site (including without limitation all copyright, trademark and other proprietary notices and all advertisements).You must not use this site or the information on this site in any manner or for any purpose which is unlawful or in any manner which violates any of our rights or the rights of Matrix Planning Solutions Limited.

ABOUT THE GOAL

Financial Solutions

 

About us

Our business exists to grow and protect the wealth of a range of individuals, families and businesses.

We are a boutique financial advisory firm located in North Sydney and established by Michael Lawson. Michael has been providing tailored financial advice to individuals, families and businesses since 2004. With over 20 years experience Michael also holds a Masters in Financial Planning, is a Certified Financial Planner (CFP®), a member of the Financial Planning Association of Australia (FPA), the Self Managed Superannuation Fund Association (SMSF) and is an SMSF Specialist Adviser (SSA™).

 

Services

A goal without a plan is just a wish

We provide advice services to a range of clients from young professionals, families, retirees to business owners and CEO’s.
The needs of our clients can greatly vary but our advice process is centred on thoroughly understanding your circumstances and goals.
This is the most critical factor to providing the best possible guidance towards better financial outcomes.
Knowing you have the right strategies in place will provide you with more time to dream bigger and focus on what is truly important to you.

Financial Advice

A comprehensive approach

Our aim is to give you clear direction once we have a deep understanding of your needs to clearly demonstrate an improvement in your financial position.

In order for us to provide you with the best advice and service, our process with you will be as follows: 


Initial meeting - We will hold an initial meeting to understand your situation and primary reasons for seeking advice. After understanding your requirements we will provide written Terms of Engagement, setting out:

  • The tasks to be undertaken in the initial review

  • The expected delivery of advice

  • Ongoing service requirements

  • the costs of the services that will be provided

Provision of Advice - We will then provide you with a detailed report of your financial position with clear recommendations and actions including:​

  • Discuss the advice, clarify any issues and adjust as necessary

  • Implement recommendations and actions agreed; and

  • Monitor and review your needs on a regular basis (at least annually)

 

Want to know more about the advice process?

If you have never received financial advice before it may be worth taking the time to watch these three short videos which highlight the benefits of professional financial advice and take the mystery out of the advice process.

1. Professional Financial Advice

What is financial advice and how does it work?

2. Your Financial Plan

What's involved in preparing a robust strategy?

3. Putting Your Plan into Action

Implementing your recommendations

 

Contact Us

If you would like to discuss how we can help you or arrange an appointment please contact us.

Suite 1001/275 Alfred St, North Sydney NSW 2060, Australia

(02) 99221262