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Getting there with A Team you can trust

We understand the land, and we lived and breathed it ourselves for more than 17 years in the wine industry. We know how to find a path for farms, wineries, dairies, small businesses etc to transition from one generation to the next. This is our specialty.
Understanding your needs and getting to know you and your family is essential for us to help you move through this very emotional process. We understand the process doesn't end when the documents are signed, and this is often just the beginning of the new journey. We continue to mentor those looking for a solution in the most painless way possible as a team. Understanding the complexities of working with finance in agriculture and strategic management makes us a powerhouse to have in your corner.
Our goal is to help individuals and small businesses across rural South Australia and Adelaide. We want to bring your plans and dreams to life. When planning a succession, it needs to be managed right. Succession planning with The Money Matrix will encourage you to ask the hard questions. With David and Tony at your table, this typically gives each family member the courage to speak up and say what they need and want. Having an impartial third party at your table helps discussions open up between the generations, allowing them to do and try anything without fearing failure. 
Knowing our family loves us unconditionally makes us fearless. 
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At the Money Matrix we work hard to make sure you can play hard.

We have the knowledge and experience to meet and exceed your expectations and offer a variety of services customised to fit your specific needs. Learn more about the improvements we can help you achieve. Contact us today.

Achieving Life Goals

 

THE STORY BEHIND COO EE

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(Source: Australian Geographic Issue 85 (Jan - Mar 2007) 
Shout out a "coo-ee" just about anywhere in the world and if there’s an Aussie around, you’re bound to get a response.
Travelling all over the world for seven years gave David and I had a yearning to hear an Aussie accent. For years, nothing … then one cold snowy day when we were walking down the street in Tbilisi, Georgia, we heard a coo-ee, and it prompted quite some emotion.
We were moved to find out, what does coo-ee mean? 
Edited source: Australian Geographic Issue 85 (Jan - Mar 2007) Claims: 
It was once claimed that sticking your head in the engine room of a ship of any nationality and yelling "Jock" would get a response. Whether or not this is true today I wouldn't be game to say, but I'll bet you London to a brick that if you let a decent "coo-ee" rip at a sporting event anywhere in the world, you'd get at least one reply … 
The word coo-ee was among the first Aboriginal words taken into English by the First Fleet. It comes from the Dharug word "guu-wii", literally "come here", but the Europeans noted early in the piece that the Dharug used it as a shrill call to communicate over long distances. 
 
If, like David and I, you've ever been out of Australia for several years and lucky enough to come home in the summer, you would have flown over our dry, dry red earth and see it as a sight for sore eyes. The bare ground, all dusty and red, says "Australia" in a way that brings you to tears. When you're in a foreign country for years, walking in the snow, David and I found a good "coo-ee" did the same thing. 
 
It's as Australian as the heady smell of gum-leaf smoke and burnt snags on a barbie. 
Our son, Regan, has been brought up on the word. As soon as he managed to put one foot in front of the other, he learnt “if you hear mum call coo-ee you stop and come back”. To this day, he is aged 16, and we still use it. Our newsletters to you are our coo-ee. We are hoping you will enjoy what you read and that it will keep you up to date with what is going on. 
Why not join our mailing list now and wait for the coo-ee.
 
We are a couple who understand the land. We lived and breathed it ourselves for more than 17 years in the wine industry. We know how to find a path for farms, wineries, dairies, small businesses etc to transition from one generation to the next. This is our specialty. David, as a fully accredited specialist for Self-Managed Super Funds with the SMSF Association of Australia, often finds himself the go-to person for previous work colleagues. We both continue to mentor those looking for a better understanding of this area and strategy management.

David and Eileen understand the land.   We lived and breathed it ourselves for over 17 years in the wine industry. We know how to find a path for farms, wineries, dairies, small businesses etc to transition from one generation to the next; this is our specialty.  David as a fully accredited specialist for Self-Managed Super Funds with the SMSF Association of Australia, often finds himself the go-to person from my previous work colleagues.  We both continue to mentor those looking for a better understanding of this area and strategy management.