Company Overview

Moneytree Partners mission is to better the lives of people of all ages by providing sound advice and expertise to help them improve their financial position. All of our advisers have either completed or are working towards Masters Degrees in Commerce and Financial Planning.

Specialist Self-Managed Superannuation services are available from this firm by contacting Richard Nicholls whom is a SMSF SPECIALIST ADVISOR™.

Since 1994 our advisers have been using a holistic approach to assist clients in achieving their financial goals.

Moneytree Partners is based in Sydney, and is privately owned.

Our Vision

Our vision is to help our clients achieve a degree of financial independence and freedom that is far beyond anything they would have aspired to themselves, or realistically achieved themselves, without the ongoing mentoring, envisioning, decision-making and acting that are all facilitated via our relationship with them.

• We want to take people beyond what they have been taught and conditioned to accept as possible.
• We understand the multi-generational ripple effect our work has on the lives of the clients we work with.

An important part of what we do is reduce people’s financial stress about the future. We address issues such as:

• When will I be able to have the option of stopping work?
• How much income will I be able to generate from my investments at that time?
• How long will that income last?

The work we do allows our clients to see the future and to witness the impact of a decision today on the future 10 to 20 years from now. This not only provides certainty, it also reduces perceived risk and reduces stress, leading to happier clients all around.