Peter - client since 2009
Having a financial adviser is very much about building a relationship. It is the first time I have been motivated again, financially. I am confident in what you are saying to me.
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Who are we?
Wealth Adviser is the educational website of The Moneytree Wealth Advisory Group. The Group is made up of the following companies:
- Moneytree Partners - Financial Planning
- Fusion Capital - Lending
- CBD Wealth Accountants - Chartered Accounting
- Capital Property Solutions - Investment Property
Don't just take our word for it, see what some of our clients have to say about the benefits of financial planning and how it has affected their lives.
Client since 2010
“ By planning things properly you can really set your self up by the time your career comes to an end. Without Moneytree I wouldn't be able to see where I would be in 10 years time. ”
Client since 2000
“ Moneytree Partners have done all the research and the work and developed a good strategy. ”
Client since 2009
“ Having a financial adviser is very much about building a relationship. It is the first time I have been motivated again, financially. I am confident in what you are saying to me. ”