Company Overview

Moneytree Partners' mission is to help better the lives of people of all ages. We provide sound advice and expertise to help you improve your financial position. Since 1994 our advisers have been using a holistic approach to assist clients in achieving their financial goals.

We are: 

• based in Sydney's CBD
• privately owned and not aligned with any financial institution
• fully integrated Accounting, Financial Planning, Lending & Investment Property Specialists

Our advisers have either completed or are working towards Post Graduate degrees such as a Masters Degree in Commerce and Financial Planning.

We have several SPAA accredited advisers (Self-Managed Super Fund Professionals' Association of Australia)

Our Services

Our Fees

We don't charge for 1st consultations. We will discuss the fee structure with you in detail before you commit to proceeding with a plan and advice. 

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How to choose a Financial Planner

Still not sure about making an appointment?

We understand that finding the right Financial Planner is a big decision for you and your family.

Download your Free Ebook today to help you find the right financial adviser to help reach your goals.

Where are we

2 minutes from Town Hall Station, Sydney

Level 4, 99 Bathurst Street, Sydney
NSW 2000

Call us on (02) 9248 0444

Do you have Children?

If you need to bring your children with you to an appointment we have a safe and secure, child friendly space with toys, paper and pens and a selection of DVD's. We also provide a baby changing room, cot and a comfortable feeding chair.     

Need to see us before or after work?

If you find it difficult to come in normal office hours, we are happy to make  an appointment time that suits your needs, after hours or on a week-end. 

Video Testimonials