Gold Tree Wealth Advisory Pty Ltd
9 Reviews
- Monday8 AM–5 PM
- Tuesday8 AM–5 PM
- Wednesday8 AM–5 PM
- Thursday8 AM–5 PM
- Friday8 AM–5 PM
- SaturdayClosed
- SundayClosed
About the Business
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Contacts
Call Us
0433900088
298 James Cook Dr, Endeavour Hills VIC 3802
Hours
- Monday8 AM–5 PM
- Tuesday8 AM–5 PM
- Wednesday8 AM–5 PM
- Thursday8 AM–5 PM
- Friday8 AM–5 PM
- SaturdayClosed
- SundayClosed
Features
- Wheelchair-accessible car park
- Toilets
- LGBTQ+ friendly
- Transgender safe space
- On-site services
- Online appointments
- Appointment required
- Identifies as women-owned
Recommended Reviews
Joseph Bejou
08.09.2023
Gold Tree Wealth Advisory Pty Ltd
If you want to feel like you're being looked after. Nathisha and her team is who you need to touch base with .I recently lost my mother - Nathisha as there every step of the way. Helping us sort out my mother's affairs. Helping us deal with lawyers. She never counted the time , never rushed off - respected our grief and was just there for us. She really is an angel sent from the heavens to take care of me and my sisters during this process.Thank you.
Keinan Storey
03.08.2023
Gold Tree Wealth Advisory Pty Ltd
If you had asked me 3 years ago what I knew about budgeting, superannuation, debt reductions, investment , you would have gotten a blank stare. Now my finance interllect is at another level. It was all because of Nathisha and her team of minians who make it their mission to empower me, my family with just knowledge. Knowledge, knowledge, knowledge so we can make better decision throughout out lives. She even teaches and encourages out kids to start being money wise NOW. Really an incredible team and you won't regret working TOGETHER with them.
Nikki Anderson
27.07.2023
Gold Tree Wealth Advisory Pty Ltd
Can highly recommend these guys. Unlike most so called financial planners who really dont 'manage' your finances & super, these guys provide a comprehensive and clear plan that can be easy followed to ensure you create wealth and a comfortable retirement. They have the knowledge and skill set to move your investments around so that you can maximise returns. If investments are not yielding very good returns they will proactively move your investments around which is a service that most other planners will not offer. Thank you guys, Niki & Gav
Karan Karer
11.07.2023
Gold Tree Wealth Advisory Pty Ltd
Nathisha and her entire team at Gold Tree Wealth have been such a pleasure to deal with. They took a genuine interest in my investments and finances (Unlike many fee driven firms out there). Having been a client for over 5 years now, I highly recommend them for all your financial needs. The team at GTW also made buying my first property a breeze. Thanks Guys and Well done!
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298 James Cook Dr, Endeavour Hills VIC 3802
Gold Tree Wealth Advisory Pty Ltd