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Hover over the picture to give yourself time to read the testimonials, then be sure to jump below to watch client testimonial videos. Read all of our 210 reviews from clients. Look for the REVIEW Tab WHEN ON DAVID’s PROFILE


“David has been very helpful to us by guiding us to follow our plan to retirement and succession planning with our children. There are five individuals involved and no one is overlooked with their concerns. We are very pleased. It’s nice having a plan.” Ian and Sue Ellery, 55-65, grain and sheep farmers

Zonda, 65+ years, Langhorne Creek, SA “David’s passion for helping his clients is always mixed with lots of enthusiasm and friendliness. Very genuine in wanting to help in the most positive way possible. Results for us have been very pleasing, and would not be possible without his help.” Dennis and Zonda Elliot, 65+, winemakers and viticulturists

“David and his team have experience, confidence and passion for what they do. They have helped us to be self-funded retirees and have saved us a significant amount of tax through their advice. We are having a ball travelling and supporting our family.” Stephen and Sandra Redding, 65+, retired broad-acre farmers

“David is very knowledgeable and so handsome, actually dashing. David and his team are very friendly and helpful. They have never made us feel small in the scheme of things and we have always felt well attended to when needing help and guidance.” Andrew and Myra Crowell, 35-45, Head of Personal Excellence and Wellbeing Brisbane Lions AFC, QLD

“Having run our own business for the past six years, we have had highs and lows. I am glad I have David on our side. We have recently moved from a franchise arrangement into a small boutique business practice that needs attention in all aspects from SMSF to getting out of debt and working in a smarter way. David’s mind is creative, and we like his out-of-the box thinking and can-do attitude. We are confident that he has the knowledge and the tool kit to provide us with the best people around. He has helped us change accountants, lawyers and lenders smoothly. We are so happy that we have put our trust in David and the team.”

“Over the many years we have been with David he has always been approachable. He is enthusiastic, knowledgeable, helpful, and always available no matter how small the matter or how busy he is. David has been instrumental in building our business and is now working closely with the next generation to continue the job. He and his team will work with you to achieve your goals. They are interested in you and are willing to share their time and talents to achieve the desired outcome. They are friendly and approachable, and nothing is too much trouble. We would have no hesitation in recommending the Money Matrix Team.” Frank and Ann Gallasch, retired 65+, Vinhaven Vineyards Pty Ltd

David explains things well and we feel entirely comfortable with his recommendations and decisions. Without David’s help we would be very concerned about our retirement. He has been a huge asset to us.” Joan and Chris McDonald, 56-65, grazier sheep station

“David and his team have helped us to restructure our affairs so that we can maximise our overall wealth opportunities. The team is always friendly and ready to help.”
Dan and Nicole Standish, 34-45, winemakers 

“David and his team have given us good sound advice and opened our eyes to areas we were not aware were available for us.” 
Brenda and Wayne Dutchke, 56-65, winemakers 

“David and his team have done a tremendous job in helping us to find a better path to succession and retirement. We would not have achieved what we have without David’s involvement. His team are always responsive to our needs and readily available.” Graham and Lynette Rohrlach, 65+, grape growers

“David and his team have improved our financial position exponentially. We are so grateful that we can live a very comfortable life and have no financial concerns.” Paul and Jo Akland, 35-45, Arthurton, SA