Money Tree Financial Group on the Central Coast provides a wide range of financial advice. We can help you with services including: effective wealth creation including investments, Self Managed Superannuation Funds, retirement planning, estate planning, gearing and insurance protection.
When you choose Money Tree Financial Group, you will join our professional family, where you will be supported and nurtured at every stage of your financial decision- making. You will find a team of people committed to helping you achieve tax-effective wealth creation through a range of financial services.
Our Central Coast financial planners work closely with a select group of clients, including high net wealth individuals, retirees, pre-retirees and professionals with a high disposable income. We can also help young families who are seeking to provide financial protection and a secure future for their family.
Money Tree Financial Group is based on the Central Coast of NSW and looks after clients along the east coast from Victoria to Queensland. Mark Peters has been in the financial planning industry for over 25 years and has run his own financial planning practice since 1998. He established Money Tree after relocating his financial advisory service from Gosford to Terrigal.
Money Tree Financial Group is licensed with MLC Financial Planning (GWM Adviser Services Limited) to operate a financial planning and advisory business. Via this licence, Money Tree Financial Group is able to recommend numerous investment managers and insurance providers.
The team at Money Tree Financial Group look forward to welcoming you.
