The Money Matrix

Directions Website

The Money Matrix A financial planning practice where family is our foundation. This website is published by The Money Matrix Advice Pty Ltd.
(1)

Our mission is to provide personal advice to agricultural and small businesses with integrity, honesty and authenticity. To assist in transitioning their businesses to their families or to exit from their operations with greater wealth and prosperity, through working with us.
​

Whether they are starting a business, thinking of selling the farm, trying to develop a succession plan or needing to find those tax-effective strategies to catapult them to financial freedom, the Money Matrix team aims to provide a path. ​

Let us know your story, and we will create the ending together. David Nelson 000472391 and The Money Matrix Advice Pty Ltd are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313. The information contained in this website and any of the resources available through it including eBooks, fact sheets, and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances, or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of The Money Matrix Advice Pty Ltd, Synchron Advice Pty Ltd, its officers, representatives, associates, or agents be liable for any loss or damage, whether direct, incidental, or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, David Nelson or The Money Matrix Advice Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

02/10/2026

Client appreciation made our week.

Thank you, Stephanie
You did not need to do this, but you certainly made our day. And with the long weekend starting tomorrow, your timing was perfect

19/09/2026

In Sydney for the Marsh Global Investment Forum, where we are enjoying connecting with leading investment specialists and bringing fresh ideas back to our financial planning team.

we made time to explore the beautiful Blue Mountains and create a few memories of our own.

For us, good financial planning is not only about preparing for the future. It is also about making sure you enjoy life along the way.

Where Family Is Our Foundation.

07/09/2026

A belated Happy Father’s Day from The Money Matrix Advice.

We were a little too busy enjoying the day yesterday , so we missed the post.

After catching up with his own dad on Thursday, David’s Father’s Day began with a lazy sleep in.

We then headed to Belair National Park, 7.4 kilometre walk on the waterfall trail with Beatrix, who was very happy to come along and enjoy the breeze on the drive.

A special phone call from Regan, who is away at Uni completed the family catch up. We finished the day around the table with our closest friends, sharing a beautiful dinner and celebrating Father’s Day together.

Sometimes the best days are the simple ones, filled with family, friendship and those unexpected moments that make you stop and smile, like a seal splashing around the waves.

A belated Happy Father’s Day to all the dads, grandfathers and father figures in our families and community.

Where Family Is Our Foundation

The Money Matrix @

27/07/2026

A fantastic day of learning, collaboration and connection.

4 of our team members attend the WT Financial Group Professional Development Day in Adelaide, where advisers from across the state came together to learn, share ideas and continue raising the standard of financial advice.

One of the highlights was seeing David invited on stage with Keith Cullen and Daniel McCabe to discuss what it takes to build an advice business founded on integrity, strong leadership and exceptional client care.

It was also great to hear from Paul Stocker (Vanguard Australia), Michael Peros (Generation Life) and David Newman (WT Financial Group)

TheMoneyMatrixAdvice

David NelsonEileen O'Regan Nelson. David Nelson
The Money MatrixThe Money Matrix Advice
Vanguard News Generation Life

12/07/2026

Happy birthday to the man that leads the team. Hope you have the best day ever and I hope you enjoy the song that I wrote about our story for your birthday.




David Nelson Eileen O'Regan Nelson David Nelson Eileen Nelson The Money Matrix

10/07/2026

Four weeks in Europe… Tom has officially left the building .

Tom has just completed his first full end of financial year as a Financial Adviser, and yes… he survived.

His own clients, spreadsheets, meetings, planning, the coffee supply, the EOFY rush. He made it through.

Tom brings so much energy, enthusiasm and fresh thinking into our office every day. We love having the next generation coming through, learning, asking great questions and helping our clients plan for their own futures.

Now it is time for Tom to make some memories of his own with his beautiful family.

Enjoy every minute exploring Europe with your family, Tom. A well earned break after a massive year.

The office will be quieter without you.
Your chair will be waiting, the coffee machine will be ready… and we promise to keep Connor in check whilst you’re away.

Safe travels from all of us at The Money Matrix Advice.

David Nelson David Nelson Eileen O'Regan Nelson Eileen Nelson

07/07/2026

EOFY finished and most sensible people probably went home grabbed a b**r, kicked their shoes off, and let their brains slowly powered down from the chaos of the past few months

Not us.

David and I flew to Perth on -
-Tuesday night, -Wednesday lunch with the Managing Director of WT Financial Group, -Wednesday night dinner with clients.
-Thursday up early for our professional
development day
-Thursday night MJ The Michael Jackson Musical, It was amazing .
Friday 6 am,golf meeting with the state manager
Then, because the week had clearly not been full enough, we got in the car and drove almost 600 kilometres to Kalbarri National Park.

Today back in Adelaide ready to start again.
Eileen O'Regan Nelson
Eileen Nelson David Nelson David Nelson

01/07/2026

EOFY is done.

Yesterday began with client and legal meetings and final tasks from a busy financial year.

At 12.30 pm, we downed tools because our team deserved a moment of thanks.

We shared lunch to celebrate a job well done and recognise the people who keep this business moving every single day.

David leads The Money Matrix Advice, but we could not do what we do without the team around us.

The calls.
The meetings.
The client care.
The follow ups.
The unseen details.

Our team is the backbone of this business, and we are grateful for everyone who helps us care for our clients and their families.

As a thank you, our team will be having a full day off on Monday 6 July 2026 on us.

Because of this please note our office will be closed so they can enjoy a well earned long weekend and take a proper breath after a full EOFY season.

For anything urgent on Monday, please contact David on 0437 523 428 or Eileen on 0449 976 810.

Last night David and I flew to Perth for client meetings and a professional development day, so the work continues.

But yesterday, we paused to say thank you.

The Money Matrix Advice
Where Family Is Our Foundation 08 82321029
















David Nelson
David Nelson
Eileen O'Regan Nelson Eileen Nelson

25/06/2026

DOGUE The Goodest Issue

June in South Australia has arrived cold, windy and completely unsuitable for maintaining a blow wave.

No financial advice today.

Just Beatrix reminding us that every good family business needs a little heart, a little personality, and one very photogenic Irish Setter.

She may not be licensed to give advice, but she is very good at lifting our morale.

let the winter air do its thing.



Nelson David Nelson Eileen O'Regan Nelson Eileen Nelson

24/06/2026

There is a certain energy that arrives when tax payable was not part of the plan.

This is why we love early conversations between clients, accountants and advisers. The best outcomes usually start well before the deadline.

A strong accountant and adviser relationship can turn EOFY from chaos into clarity.

David Nelson Eileen Nelson Eileen O'Regan Nelson David Nelson

Address

Suite 1003, Level 10, 147 Pirie Street
Adelaide, SA
5000

Opening Hours

Monday 7am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Website

Alerts

Be the first to know and let us send you an email when The Money Matrix posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category