Firstly, being financially secure gives you more control over your life and family decisions. Secondly, having enough money means you have more options or choices- being able to live where you want, seek the medical treatment you want, being able to spend time doing what you want, travel and pursue your hobbies.
And third, having enough wealth allows you to contribute to causes, things or people that you care for or feel strongly about. They know that having someone to keep them accountable, reduce the complexity, and help them make the right decisions is worth it's weight in gold. Start now, and you can create a plan to have enough money to live the life you want and have options down the track.
And third, having enough wealth allows you to contribute to causes, things or people that you care for or feel strongly about. They know that having someone to keep them accountable, reduce the complexity, and help them make the right decisions is worth it's weight in gold. Start now, and you can create a plan to have enough money to live the life you want and have options down the track.
Services
Maple Tree Wealth Management are proud to be a boutique family-friendly financial advisory firm based in the south-east and eastern suburbs of Melbourne, Australia. We strongly believe that a good financial advisor will always put your best interests first, never compromising on your goals. We help clients achieve financial security through time-tested, reliable and personalised wealth planning and advice.
We help people secure their future, for themselves and their families, through simple, strategic wealth planning and comprehensive financial advice. Unlike other people that are trying to sell you a quick financial product, or solution, and promising the flawed "get rich quick" schemes, we start with understanding who you are and where you are at.
Control over all aspects of your finances such as tax, super, insurances, investments, and loans. Consolidation of your total financial situation so you can manage the paperwork and administration easily and stay on top of your finances. Do you feel like you are so busy making a living that you may have possibly forgotten to make a life?
Our goals will determine why we are investing in the first place. Are we saving for a deposit on a house, are we building a nest-egg for retirement, are we aiming to preserve the real value of our capital over our retirement, do we want to maximise our retirement income? There can be many goals and they will vary for each one of us.
If you engage us after this consultation, we will rebate the fee towards the cost of a full financial plan. The cost of a full financial plan is dependent on your situation, needs, complexity and the value we add. We have a very transparent fee policy and the value we create is far in excess of what we charge.
Reviews (3)
Rahul Sagar
Sep 21, 2016
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If you are looking for an experienced Wealth Management company that delivers great quality, and helps you plan a future you want. Then you might be interested in Maple Tree Wealth Management – a Melbourne-based service that has been providing its services to me.
The company has offered me good Financial Planning, and Wealth Management services - to sum up they have been "Brilliant".
The company has offered me good Financial Planning, and Wealth Management services - to sum up they have been "Brilliant".
Adele Conti
Sep 10, 2016
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Having Maple Tree Wealth assist us with our wealth management has been an absolute relief. What can often be overwhelming so much so that it's ignored, or swept under the carpet, is now managed head on. The team at Maple Tree Wealth has made it simple and easy for us to understand and implement the necessary steps to ensure we secure and protect our financial future and the financial future of our family. We look forward to continuing to work with the reliable and trustworthy team at Maple Tree Wealth.
Isabel Neil
May 24, 2016
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