Setting Gold Standards in Trusted Wealth Advice
Boutique financial planning firm, specializing in wealth creation, superannuation and SMSF, investment advice, personal insurance, cash flow and forecasting, property and lending advice, retirement planning, estate planning and more.
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“Regardless of wealth position, Gold Tree Wealth provides accurately assessed advice focused solely on the clients’ dreams and goals. They provide virtual appointments and give clients access to their own Wealth Mapping Application, where they can see an interactive projection of their future. Clients have an active role to change their future nest egg and they receive valuable education so they can feel empowered and confident.”
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Our Gold Standard Advice Process
At Gold Tree Wealth Advisory we understand how intertwined every aspect of your finance is. No matter what stage of your life you are in, the importance of growing and protecting your wealth, and planning for your future is considered in every advice plan. Learn more about our Gold Standard Advice Process.
Wealth Creation
Sound strategic planning and financial advice enables a smooth transition throughout the various phases of your life, whether it is buying a house, paying school fees or enjoying life’s pleasures in retirement.
We understand that wealth creation means different things to different people. This is why we work with you to create a strategy that is based on your needs and objectives.
Cash Flow Forecasting
While cash flow budgeting and monitoring are the first steps to creating a surplus and getting on top of the mortgage and other debt, it takes more than a budgeting planner to achieve real results. Gold Tree Wealth can help you adjust when needed to achieve your desired goals.
Superannuation and SMSF
Superannuation is one of the most complex areas of any financial plan. Gold Tree Wealth is well equipped to guide you through changing legal and tax implications as you manage the accumulation and growth of your retirement assets.
Estate Planning
Estate planning is a dynamic process that should evolve with your life circumstances. Regular consultations with a qualified financial adviser can help ensure that your estate plan remains current and aligned with your goals.
Investment Advice
Our investment advice objectively considers, and is fully aligned to, helping you towards your idea of financial freedom.
Retirement Planning
Planning for your retirement is not something you should contemplate only once you reach a predetermined age. It is something that begins from the moment you receive your first pay slip and your employer pays the mandatory super contribution.
Personal Insurance
We can assist you in understanding the various types of personal insurances that may be relevant for your needs, including: Life insurance, Total and Permanent Disability insurance, Trauma or Crisis insurance, Income Protection insurance, Incorporating insurance into your Superannuation plan, Business insurance
Property and Lending Advice
When it comes to sourcing all the relevant information needed, we understand how complex and time consuming this process can be. This is why Gold Tree has associations with Property Advisers who can help you determine costs of buying, owning and selling.
Our Services
At Gold Tree Wealth Advisory we understand how intertwined every aspect of your finance is. No matter what stage of your life you are in, the importance of growing and protecting your wealth, and planning for your future is considered in every advice plan.
Book an Appointment
At Gold Tree Wealth we want to get to know YOU, where you want to go and what is important along the way. It’s all about your story: what has happened so far and where is it going to take you
Testimonials
“Nathisha's knowledge on income protection, insurance, retirement planning, superannuation and estate planning is second to none. She is extremely knowledgable and up to speed with everything out there in terms of products, services available etc etc. She is extremely professional in her approach and I would vouch for her and her team any day” - Sarah Katos
“Nathisha and the entire team at Gold Tree Wealth have been such a pleasure to deal with. They took a genuine interest in my investments and finances. Having been a client for over 5 years now, I highly recommend them for all your financial needs. The team at GTW also made buying my first property a breeze. Thanks Guys and Well done!” - Kaye A