Services Offered
Financial Planning
Comprehensive financial advice and investment strategies tailored to your goals and lifestyle.
Accounting Services
Professional accounting and tax planning to optimize your financial health and compliance.
Insurance Advisory
Expert guidance on insurance policies to protect your assets and secure your future.
Investment Management
Personalized investment opportunities and portfolio management for long-term growth.
Rural Financial Advice
Specialized financial solutions understanding the unique needs of rural and agricultural clients.
Reviews
5(5 reviews)
Rating Distribution
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Leah Rasheed
via Google
5 months ago
My husband and I are extremely happy with David and the team at Money Matrix. We have had very sound and professional advice over the years, and are excited about planning our financial future
W
Wayne Dutschkevia Google
5 months ago
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!
B
Bronte Woodwardvia Google
5 months ago
We have been working with David and Eileen for many years, and we are second and third generation clients. We as a family are very happy with the service and relationship with the Money Matrix.
S
sarah haslettvia Google
6 months ago
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.
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Liz Priorvia Google
11 months ago
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 ❤️
