Forms And Documents
Financial Health Check
Financial health is about making sure that all aspects of your finances are in order and working for you – you need to look at the whole picture, not just one or two areas. So how is your financial health?
Click here to view Metro Midlands Financial Health Check
Forms
Copies of our current forms are available for you to download. Click on the below links.
- Vicki Hagley – Adviser Profile – Version 2.1 – 5 April 2024
- Si Bee Ong – Adviser Profile – Version 2.1 – 5 April 2024
- Matrix Planning Solutions Financial Services Guide – Version 9.3 – 2 December 2024
- Centrepoint Alliance Limited Privacy Policy – December 2022
- Matrix Client Acknowledgement and Consent – July 2021
Contact our office today to discuss how we can help you to grow your financial future