David Nelson

THE MONEY MATRIX ADVICE PTY LTD

Platinum
17 Yrs Experience
Adelaide, SA 5000

From humble beginnings, I grew up on the family farm in Glencoe (South Australia) seeing firsthand the trials and challenges associated with agriculture. I gained a strong passion and respect for the industry and helping local farmers which have carried through my entire career.

My career has been a very adventurous journey and I have long believed that the greatest success, would be not to just find a path for farms or business to transition from one generation to the next, but use my experience and personal insights to assist in business developing strategies for generational transition, retirement as well as exit strategies. 

As Principal Adviser of The Money Matrix Advice Pty Ltd, I find great personal satisfaction in helping others gain a better understanding of their finances aspirations & dreams whether it be for business, personal investment or agriculture taking significant steps to ensure I am properly equipped to provide the highest level advice strategies.

 I have been recognised for my outstanding customer service throughout my career and every day I am creating better wealth solutions through innovative ideas for all who choose to work with my team.

You can contact me or my team for a confidential discussion on 08 82321029 or email me at david@themoneymatrix.net.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I charge fees based on complexity and with an overlay of risk associated with the assets being advised on. The fees are set and advised early in the process and are transparent throughout. Fees are only charged if real measurable outcomes are achieved.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 200
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

THE MONEY MATRIX ADVICE PTY LTD

Suite 1003 Aurora Building, 147 Pirie St
Adelaide, SA 5000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313