Gold Tree Wealth Advisory in East Melbourne, Victoria | Consultation agency

Gold Tree Wealth Advisory

Locality: East Melbourne, Victoria

Phone: +61 433 900 088

Address: PO BOX 285 3002 East Melbourne, VIC, Australia

Website: http://www.goldtreewealth.com.au/

Likes: 191

Add/Update information

Reviews

Tags

• Consultation agency
• Investing service
• Financial planner

24.01.2022 "This Chart taken from the Adviser Ratings Adviser Musical Chairs Report on industry research on financial adviser movement 2019 Quarter 2. The spike of new advisers in the lead-up to 31 December 2018 has balanced the exodus of advisers since then" Have you asked your Gold Tree Advisor why they have stuck around when many others in the industry are exiting the industry? It's simple. Our methodology is to be here for our clients no matter what challenges the regulayory framew...ork might pose. Our client's are our priority. #committed #goldstandard #GOLDTREEWEALTHFAMILY #Fasea #ASIC #clientfirst

19.01.2022 If our clients win , we win. #GOLDTREEWEALTHFAMILY #Goldstandard

19.01.2022 Review week for our client's in the Gold Coast. Whoop whoop ! #GOLDTREEWEALTHFAMILY #goldtreewealth #goldtreewealth #goldcoast #review #financialplanning

18.01.2022 Gold Tree Wealth has once again been asked to present a Ray White Manningham's bi annual market update. You are all welcome to come along if you wish to get updates on current property markets, tax depreciation changes, loan markets and lending changes and any taxation changes. Gold Tree Wealth's segment will be focused on retirement playing which to most of you is the stuff we cover with you every meet up however if you wish to get information on other industry sectors - We... encourage you to come along. Feel free to flick the invitation on to friends and family. We will be live streaming most of the night via Instagram live so if you are not following make sure you do ! @goldtreewealth (https://www.instagram.com/goldtreewealth/) Registration details are attached or you can email Claire ([email protected]) and she will have you registered. #goldtreewealth #goldtreewealth2019 #trustedwealthadvice #goldstandard Ray White Manningham

17.01.2022 Our Director killing at Ray White Manningham Investor Night last night. Have you started retirement? Guess what - the best time to start is as soon as you start working ! Send us an email to recieve the ASFA retirement report. ... #raywhitemanningham #manninghamcouncil #retirement #doncaster #doncastereast #wealth #bulleen #templestowe #mercedesdoncaster #helpingpeople #makingadifference #financialadviser #financialfreedom #knowledge #proud #women #womeninfinance #abc #finance

15.01.2022 Head to our ‘Book Your Appointment’ Page to lock in a no obligation initial Zoom / Skype consultation with one of our financial advisers today. We’ve made Online Booking a breeze | www.goldtreewealth.com.au . . . .... . #GoldTreeWealthAdvisory #Gtw #Australia #Melbourne #FinancialPlanning #Retirement #FinancialAdvice #FinancialFreedom #FinancialEducation #Australiagram #MoneyMagazine #WealthPlanning #MelbourneLife #MelbourneCitu #MelbourneToDo #Toorak #DoncasterEast #EndeavourHills #Doncaster #Mitcham #EastMelbourne #SouthYarra #Prahran #Melbournecity #CashFlow #Financialpeace #Investment #SMSF #Superannuation #Insurance See more

14.01.2022 Thank you to all our dear clients for being amazing hosts during your annual reviews. You made our time in Sydney so special. #clientreviews #GOLDTREEWEALTHFAMILY #sydney #financialplanning #goldstandard #newgoals

13.01.2022 The Reserve Bank of Australia kept the cash rate at a record low of 1.5 percent at its March meeting, as widely expected, extending its record period of policy inaction for 31st straight month. What happens to your household cashflow and standard of living if interest rates creep up? Will you be okay if your home loan interests are up 2%? 3%? Or more?... You should be one step ahead. Have a buffer and a plan B in the back of your pocket. Sit down with you financial planner to do #stress test on your family household budgets to make sure you're okay and see how you will handle an interest rate increase and general economical changes. #connectwithus today. #newsletter #GOLDTREEWEALTHFAMILY #trusted #wealth #advice #moneylove #doncaster #manninghamcitycouncil #melbournefinancialadviser #financialplanning #moneymelhourne #melbournebusiness #melbourne #cbd #cityofmelbourne #taxseason #kids #melbournemums #melbournedads #budgeting #frugalliving

13.01.2022 Have the right goals... make a plan and let it happen. #GOLDTREEWEALTHFAMILY #goldstandard #goldtreewealth trusted #wealth #advice #moneylove #doncaster #manninghamcitycouncil #melbournefinancialadviser #financialplanning #moneymelhourne #melbournebusiness #melbourne #cbd #cityofmelbourne #taxseason #kids #melbournemums #melbournedads #budgeting #frugalliving

12.01.2022 Are you ready to shop till you drop this Holiday season? Are you ready to shop and saving $$$ whilst you shop? Well we have a great video giving some tips on how to save whilst taking in the festivities. https://www.youtube.com/watch?v=D1dUBFK1uI8

11.01.2022 As we wrap up the year, we always take a moment to say thank you to our clients and employees for an amazing year. We exist because of the family that we have created to keep us happy, strong and continuously growing. Our annual client cards and gifts have all been sent out today. Keep an eye out for the mail.... Thank you all for an amazing 2019. The Gold Tree Wealth Family wishes you and your family the very best this festive season has to offer. #merrychristmas #happyholidays2019 #staytuned #success #tomorrow #wealthplanning #Australia #melbournestyle #melbournecbd #melbournecentral #melbournecoffee#goldtreewealth #southbank #toorak #doncaster #goldstandard #financialfreedom #financialplanning #financialadvisor #aussiesofinstagram #melbournenow #moneymagazine #financialdomination #visitvictoria #melbournecity #melbournelife #melbournecentral #melbournestyle #melbournemade

09.01.2022 We are excited about the new year. We want you to be. If you have always thought of getting some financial planning advice make it a conscious effort to start 2020 with the right step.... Connect with us today to secure you fee free and obligation free appointment for 2020. #financialplanning #growthmindset #GOLDTREEWEALTHFAMILY #goldstandard #Goldtreewealth #wealth #moneylove

06.01.2022 It's #out and as informative as ever. Get your hands on our latest Quaterly Insights Newsletter. This edition runs through: ... 1. #Family #Finance 2. Using technology to keep your finances in shape 3. Medium term financial goals 4. Investing whilst avoiding the pack mentality 5. Maintaining financial harmony 6. Money lessons for kids To get your hands on the latest edition - just email us @goldtreewealth: [email protected] Its #free #newsletter #GOLDTREEWEALTHFAMILY #trusted #wealth #advice #moneylove #doncaster #manninghamcitycouncil #melbournefinancialadviser #financialplanning #moneymelhourne #melbournebusiness #melbourne #cbd #cityofmelbourne #taxseason #kids #melbournemums #melbournedads #budgeting #frugalliving

06.01.2022 Yeahhhhh ! There is a shiny new video up on our channel. Head to our YouTube channel to check it out. ... #GOLDTREEWEALTHFAMILY #goldstandard #goldtreewealth See more

04.01.2022 Another year and another adviser conference Keeping on top of industry changes #GOLDTREEWEALTHFAMILY #goldstandard #interprac #goldtreewealth #financialadvisor #training #killingit

04.01.2022 Wishing all our dearest clients a Happy Easter. #GOLDTREEWEALTHFAMILY #Goldtreewealth #FinancialPlanning #FinancialFreedom #Retirementplanning #Doncaster #DoncasterEast #Templestowe #Bulleen #Financialadvisor #Ringwood #Investments #Advice #Melbourne #MelbourneNow #MelbourneToDo #MelbourneCity #endeavourhills #happyeaster #easter