At Olive Tree Wealth, we provide trusted financial advice tailored to your unique goals. Whether you're optimizing your superannuation, planning for retirement, or navigating complex financial decisions, we’re by your side every step of the way.
Show more
Be the first to leave a review for Olive Tree Wealth .
What do you love most about your job?
I literally get the opportunity to see people fulfilling their dreams.
What inspired you to start your own business?
I wanted to provide advice that is not dictated by a predominantly car or insurance sales type culture. Financial planning is about relationship building and trust. My view is that it's more a coaching relationship, educating individuals or households about how to make informed and educated decisions to achieve their goals. I want to see the clients successful and take pride in being a part of the journey.
Why should our clients choose you?
We at Olive Tree Wealth are transparent and ethical advisers who provide holistic advice tailored to your unique needs. My approach to advice is to add value however I can, to ensure that you feel valued and cared for. I do this by providing comprehensive goals-based advice, meeting your best interests.
Can you provide your services online or remotely? If so, please add details.
We can provide online/ remote service and tend to use Microsoft Teams to achieve this.
What changes have you made to keep your customers safe from Covid-19?
We can meet via video conference if required, or in person. If worried about Covid 19 then an online meeting would be best as this would eliminate the possibility entirely of contracting the virus.
Financial Planning
All areas of advice including:
Retirement Planning
Wealth Accumulation
Aged Care Planning
Personal Insurance Protection - Asset protection
Cashflow and Income Strategies - Budgeting
Tax strategies
Government Assistance
