Company Overview

Independently Owned

As an independently owned (fee based) financial planning firm we are members of the Association of Independently Owned Financial Planners.

More Information- Independently owned does make a difference.

Our Fees

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 ONE Year 100% Money-Back Guarantee

We pride ourselves on the quality of work we do, which is why we offer the following guarantee should you be unhappy with the plan for ANY reason:

1. 100% Money-Back of any fees charged for the preparation of a Financial Plan (that you don’t implement) – no questions asked
2. Unconditional
3. Full ONE Year Guarantee from the date of the plan, giving you plenty of time to see other planners, compare firms 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
fully integrated Accounting, Financial Planning, Lending & Investment Property Specialists

Our advisers have either completed or are working towards Post Graduate degrees such as a Masters Degree in Commerce and Financial Planning.

We have several SPAA accredited advisers (Self-Managed Super Fund Professionals' Association of Australia)

Make an Appointment

Financial Planning Services

Investments
Property Advice
Self Managed Super
Superannuation
Retirement Planning
Debt and Risk Management
Estate Planning / Wills /Trusts
Insurance

Other Services

Mortgage & Lending
Investment Property Sourcing
Investment Property Advice
Accounting Services
Business Valuation

Download your Free Ebook

How to choose a Financial Planner

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.

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.

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.