We don't charge for 1st consultations. We will discuss the fee structure with you in detail before you commit to proceeding with a plan and advice.
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.
We are:
based in Sydney and Melbourne CBD's
privately owned and not aligned with any financial institution
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 Sydney and Melbourne
Sydney
Lvl 4, 99 Bathurst St
Call us now: (02) 9248 0444
Melbourne
Level 10, 50 Market St
Call us now: (03) 9008 5940
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.
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.