Money Tree Financial Group on the Central Coast provides advice on tax effective wealth creation including Retirement Planning, Investments, Self-Managed Super Funds and Gearing together with Insurance Protection and Estate Planning.

Retirement Planning

Our retirement solutions are designed to help you manage, grow and protect your retirement savings and income so you can achieve the retirement lifestyle you want.

Investments

Everyone’s financial plan is different. That’s why we have access to a range of investments to help you manage and build wealth outside of your superannuation.

Self-Managed Super Funds

Self-Managed Super Funds (SMSF) are a way of saving for your retirement. The difference between SMSF and other funds is generally the members of the SMSF are also the trustees. This means you run the SMSF for your own benefit.

Gearing

Gearing may be used to accelerate the process of wealth creation by allowing an investor to make a larger investment than would otherwise be possible. The borrowed money can be invested in a number of ways, including direct shares, property and managed investments.

Personal Insurance

We will offer you a range of insurance solutions to protect you, your family and your assets. Via Best Doctors, your family will have access to the advice and guidance of leading medical experts from around the world.

Business Insurance

We have a flexible insurance offering for you, your employees and the future of your business.

Estate Planning

This is the process of anticipating and arranging for the disposal of an estate during a person’s life. The aim is to eliminate uncertainty over the administration of probate and maximise the value of the estate through reducing taxes and other expenses.