The Money Matrix

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

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

Friday looks different for every family.

For David and I, it means closing the office door.
For others, it means checking the weather, finishing seeding, paying wages, cleaning the equipment or just being relieved that you don’t have to make kids lunches on Saturday.

Every family has its own history, responsibilities, opportunities and people to protect manage.

This is how we treat Financial Planning, Because good advice should fit your life. Not the other way around

Happy Friday, beautiful people keep being kind and strong.

FinancialPlanningAustralia� � � � � � � � �

David Nelson
Eileen O'Regan Nelson
Eileen Nelson
David Nelson