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The Money Matrix Advice Pty Ltd

The Money Matrix Advice Pty Ltd

4.9(66 reviews)See reviews ↓·Adelaide

What customers say

Based on genuine customer reviews

The Money Matrix Advice Pty Ltd has cultivated a clientele whose loyalty stretches across decades, with reviewers describing relationships spanning ten, eighteen and twenty years, frequently involving multiple generations of the same family. David Nelson is named repeatedly, and customers describe his advice as knowledgeable, honest and attentive to rural life as well as business affairs. Reviewers consistently report that financial planning, investment strategy, wealth creation, estate and succession matters, and tax minimisation are handled with care, and that the team, including Eileen, is friendly, family oriented and down to earth.

Communication is a recurring theme, with clients noting they feel informed and personally known rather than treated as a number. Long-standing clients describe being kept on track toward retirement and having plans adjusted as circumstances changed. Trust and integrity appear often, as does the sense that advice extends beyond finances into helping families make decisions together. One customer describes the guidance given during the sudden loss of a parent, when no plans were in place, as sincere and timely. Another point that comes up often is how consistently the relationship endures, with clients returning over many years and involving the next generation in their planning.

Investment serviceLife insurance agencySuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

AJ
Annette Jaeschke3 August 2026

Our 20th year with David and we couldn’t be happier with our retirement plans. They have managed our succession planning with no nonsense sound advice. David, Eileen & the Money Matrix could not be more down to earth, friendly, family oriented company. Excellent financial, taxation & legal mind If you’re looking for financial security do not hesitate.

FS
Fiona Smitham11 May 2026

I wish we had found The Money Matrix so much earlier. David and Connor have been fantastic in directing us to our future, financial, pathway goals. We are so happy we have told our friends, and they have signed up as well. We are extremely happy with their service

MZ
Mandy Zadow1 April 2026

David is our advisor and has been for a number of years. Thoroughly knowledgeable and super helpful with our family and the business

WD
Wayne Dutschke8 October 2025

David and his well tuned in team, have been just wonderful in advising great investment opportunities for the future. A well respected relationship has developed over the years. Very highly recommended!

SH
sarah haslett20 August 2025

David has been providing financial advice for our family for more than 10 years, which has benefited us significantly. We highly value his financial advice, but more importantly, his integrity, communication, understanding of rural life and very obvious 'care factor' keeps us coming back for more.

LP
Liz Prior28 March 2025

17 years ago, my husband and I were about to suddenly lose a parent. We all had nil financial knowledge or anything in place. We were highly recommended to see David and his team. He came to our home through a very difficult time. He was sincere, kind , caring, and extremely honest. He allowed us to put plans in place before it was too late. Our beloved parent who was taken was extremely grateful to him. 17 years, my family and friends can not speak highly enough of him and his team and feel extremely lucky to have him advising and guiding our future ❤️

TP
Toby Prior28 March 2025

David and Eileen and the Money Matrix team have given us so much wealth and prosperity over the years in so many ways. We trust them with all their advice and care for many years. We truly believe there would be no better financial advice company in Australia. Not only do they make your Money grow, but they help you make memories and photos in life that last forever. They're the best.....!!!!!!!

Financial advisers & planners in Adelaide compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Adelaide are compared.

RankProviderRatingReviewsOpen Sat.
1David Dall - Financial Adviser Adelaide - Shaw and Partners★ 5,028No
2Goldsborough Financial Services★ 5,027No
3Prime Wealth Advice★ 5,018No
4Coastal Advisory Australia - Adelaide★ 5,017No
5Mobius Wealth Management★ 5,016No
12The Money Matrix Advice Pty Ltd (this page)★ 4,966No
Contact
+61882321029themoneymatrix.net.auSte 1003/147 Pirie St, Adelaide SA 5000
Working hours
Monday08:00–17:00
Tuesday08:00–17:00
Wednesday08:00–17:00
Thursday08:00–17:00
Friday08:00–17:00
SaturdayClosed
SundayClosed