The Money Matrix Advice Pty Ltd
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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.
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
David is our advisor and has been for a number of years. Thoroughly knowledgeable and super helpful with our family and the business
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!
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.
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 ❤️
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | David Dall - Financial Adviser Adelaide - Shaw and Partners | ★ 5,0 | 28 | No |
| 2 | Goldsborough Financial Services | ★ 5,0 | 27 | No |
| 3 | Prime Wealth Advice | ★ 5,0 | 18 | No |
| 4 | Coastal Advisory Australia - Adelaide | ★ 5,0 | 17 | No |
| 5 | Mobius Wealth Management | ★ 5,0 | 16 | No |
| 12 | The Money Matrix Advice Pty Ltd (this page) | ★ 4,9 | 66 | No |
