Mahima - client since 2010
My future is going to be better than it is today. I feel different about the future, if I don't have a financial adviser advising me how to use my finances to make my future better then it will remain the same as it is today.
Privately Owned Business & License
As a privately owned financial planning firm we are not owned by a product manufacturing institution. We also own our own license (AFSL) that is not controlled by a product manufacturing institution.
The first meeting is introductory (cost and obligation free). Once we get an understanding of your situation and the work invloved (assuming we can help) we will then quote you for the work.
Moneytree Partners' mission is to help better the lives of people of all ages.
We provide sound advice and expertise to help you improve your financial position. Since 1994 our advisers have been using a holistic approach to assist clients in achieving their financial goals.
Most of our advisers have either completed or are working towards Post Graduate degrees such as a Masters Degree in Commerce and Financial Planning.
Still not sure about making an appointment?
We understand that finding the right Financial Planner is a big decision for you and your family.
Download your Free Ebook today to help you find the right financial adviser to help reach your goals.
What can a financial planner do for you?
Where are we located?
We have convenient offices in the Sydney CBD
Sydney Offfice Location
Lvl 4, 99 Bathurst St
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Do you have Children?
If you need to bring your children with you to an appointment our Sydney office has a safe and secure, child friendly space with toys, paper and pens and a selection of DVD's. We also provide a baby changing room, cot and a comfortable feeding chair. Childrens play area photos.
Do you need to see us before or after work?
If you find it difficult to come in normal office hours, we are happy to make an appointment time that suits your needs, after hours or on a week-end.