Treehouse financial planning

Simon has a very down to earth and personable nature about him. He takes the time to listen and apply a plan that is adaptable and relevant to my thoughts, needs and hopes for the future. Our 3 year journey has got a plan in place, runs on the board and a positive outlook for retirement. Thank you for being a very caring, honest and accessible financial planner.

Simon is always so friendly, efficient and informative with us on our visits. Our little “nest egg” is safe and in our retirement we feel secure

Simon Capp and team have provided my partner and I with authoritative financial advice over a number of years, and we are pleased with how our investments are tracking. Treehouse Financial Planning are efficient, knowledgeable, efficient and understand our personal situation, and their advice is always provided with good cheer!

My husband and I have been with Treehouse for over 10years.Over the years we have built up trust in the advice they have given to us. Everyone is very approachable and is there for you. They have always told it as it is, and given us the direction in which would be best for us. We highly recommend The Treehouse Team.

We found Simon to be helpful, knowledgeable and trustworthy. No questions go unanswered and any recommendations are explained in simple terms. We look forward to the future and believe that the Treehouse team can help us achieve our goals.

We have found Treehouse Financial to be extremely helpful and supportive in our transition into retirement. Recommend Simon and team to help you work through your upcoming journey.

We have been using Treehouse Financial for approx 5 years. In that time our financial situation has been well looked after. Simon, and the team are great at tailoring to your needs. Everyone is very helpful friendly and knowledgeable. We recommend Treehouse financial planning to everyone we know. We sleep well off a night knowing that our financial portfolio is being well looked after.Every phone call or email is answered in a reasonable time frame. No question is ever looked at as being silly. They love to educate their clients on what they are doing.If you're sitting on the fence and thinking about it, give them a call. That first chat could quite easily be the best decision you've made!

I’ve been a client at Treehouse for several years. I have a financial plan for my unique set of circumstances and when the worst case scenario happened recently, I was able to focus on my own needs rather than worry about financials, knowing that it was all factored into the plan. I feel that at Treehouse I’m considered an individual and not “just another client”.

We appreciate Tim's professionalism, his friendly and engaging nature and all the support/guidance he has provided us so far in our journey towards a financially comfortable retirement.

Excellent friendly professional service. Simon Capp is a phone call/ email away. Replied quickly , and expertly guided us thru several distressing situations.5 star recommendation .