Would your Superfund tell you if there was a better Superfund?
WELCOME TO Wealth Tree!
Wealth Tree is a business built around customer service and meaningful, honest advice. We pride ourselves in the strengths of our team, and the results we achieve for your future financially. The Wealth Tree Team provide tailored services that address all your financial needs in three grouped areas
Our Services
- Financial Advice
- Lending
- Superannuation
- Insurance
- Accounting
- SMSF
Superannuation
When it comes to Superannuation, people grasp the concept that it is a savings plan for their retirement, but is something they do not want to spend much time learning about or understanding. A worrying trend with Australians is their limited knowledge about their superannuation investments. Considering that superannuation is one of life's most important assets, this can be a little hard to understand sometimes. There are different options for your superannuation, rather than just leaving it in the hands of some fund and not worrying about how well your money is working for you, until retirement age.
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Self-managed Super Funds (SMSF)
Over the last decade, the growth of self-managed super funds has been steadily increasing – so much so that it is now clearly the largest and fastest growing segment of superannuation, with approximately 32% of all funds belonging in this category.
Our Services
Financial Planning
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.
Insurance
Having an insurance expert who understands your situation as it evolves, and listens to your needs, rather than selling you a product, is vital to guaranteeing you have adequate risk cover.
Superannuation
When it comes to Superannuation, people grasp the concept that it is a savings plan for their retirement, but is something that they do not want to spend much time learning or understanding about.
Level 15 Corporate Centre One 2 Corporate Court, Bundall Qld 4217
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