Matrix Planning Solutions has secured a mortgage partnership deal with National Brokers Group (NBG).
It will give Matrix advisers access to NBG’s lending rates and a preferential fee split with the aggregator.
Matrix managing director Rick Di Cristoforo said the company has a strong focus on accessing related services such as mortgages, finance for succession loans, paraplanning, HR recruitment “and other services where we can give advisers preferential access and competitive rates without affecting our costs”.
