At Money Tree Financial Group, every client is part of our professional family. You will need to make important financial decisions at every stage of your life and our financial planners are here to advise and support you.
The personal touch
You will notice the Money Tree difference at our first meeting. We spend time understanding your personal circumstances and your feelings about risk and reward. Your financial plan will be tailored to your unique circumstances, so that you can sleep easily at night, knowing that your financial strategy is working for you.
Free initial consultation with our Central Coast financial planners
You need to feel comfortable with your financial plan. We need to be certain that we can add value to your current situation. For this reason, we will meet with you for 1-2 hours to discuss your objectives. If you wish to proceed further after this meeting, we work on a fee-for-service basis.
Select group of clients
We work with a select group of clients so that we can devote substantial time to building and protecting your personal and retirement wealth in a tax-effective manner.
Taking care of all your financial needs
Many clients utilise our professional partners to handle all aspects of their financial affairs, including accounting, taxation, legal services, general insurance, finance and mortgages.
Finding new and different ways
Our clients regularly tell us that we have surprised them … in a positive way. For example, one family did not realise it was possible to invest in the share market and protect that investment from a stock market crash, but we surprised them. A retired couple believed that their wealth precluded them from Centrelink benefits; again, we surprised them. At Money Tree Financial Group, our financial planners can present you with opportunities that are not available over-the-counter at your bank.
Call us on 02 4337 5100 to find out more from our financial planners, located in scenic Terrigal on the NSW Central Coast.