Welcome to Wealth Tree! Wealth Tree is a financial planning company that specialises in different aspects of the planning landscape. We have built our business around meaningful, honest advice, with the aim of changing your financial path for the better after utilising our services. In areas where we are unable to provide a first-class service, we have specialist referral partners who are ready to step in, meaning all your financial needs are catered for through ourselves and our partners.
Wealth Tree Planning have experience and a great track history in providing services in the areas of:
- Superannuation planning, including self-managed super funds
- Insurance Planning
- Debt Reduction Strategies
- Investment Advice
Financial Planning
There is no denying that Australians are facing some pretty big financial mountains. Everyday debt levels remain worryingly high, real estate prices are at record levels, whilst financial markets fluctuate rapidly.
For the everyday, ordinary Australian, to have a grasp on all aspects in the financial planning landscape is an unreasonable expectation, considering there is so much information to master. It is for this reason that Wealth Tree believe financial planning is not just a service, it's a way of life. Ever wondered how people with Personal Trainers get in shape and stay that way? Well, your financial position is the same; it’s about having a dedicated team with the right skills to guide you along the way.
Do you fall asleep some nights worried about the future? Not sure how you will ever pay the mortgage off? If I lost my job what would happen? How can I afford my next holiday? My children’s education is expensive! My credit card is eating me alive!
Whether it is to get off the mortgage merry-go-round, improve cash flow, protect your lifestyle or invest for a better future, Wealth Tree Planning can provide the answers.
Wealth Tree has accredited financial planners who are on hand to provide you with "REAL LIFE" advice in a range of areas relating to your financial position. We take a holistic approach to analysing where you currently stand financially, and where you would like to be.
Please take the time to look around our site, and we look forward to assisting you in your financial journey.
Complimentary Referred Services
In building our team, we have worked with and identified key services that compliment ours. Our referral service providers include Solicitors, Finance brokers, Property managers, Insurance specialists and more.
If you’re looking for these services, please ask us who we’d use. Our referral partners have been tried and tested and are only recommended if they match our level of efficiency and customer care.