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Location

1/294 Rokeby Road
Subiaco, W.A. 6008

Office Hours

Mon – Fri 8:00 – 5.00
Sat - Sun – Closed

Call us Today

08 9388 3600

Call us Today

08 9388 3600

Let Us Help You Change Your Financial Future

“At Wealth Tree Solutions we help you to create a sound financial future with Family values and tailored solutions.
Growing family wealth beyond retirement to protect your family’s future.”

About Us

A person’s life is full of changing events which can shift goal posts at any minute and a person’s financial situation is no different.  We see our advice as a long term process to grow with our clients to suit their changing needs and lifestyle.

Founded in 1989 on a strong belief in sound financial practices through developing a long term relationship with a qualified financial adviser who will help educate you on everything you need to achieve your lifestyle goals.

What We Can Do For You

Working Together For Your Success

We have a strong emphasis towards “lifestyle planning” opposed to the usual focus on investments. This implements a unique approach to financial planning which incorporates the recognition of client’s lifestyle goals and outcomes.

  • Cash flow Management
  • Debt Management
  • Estate Planning
  • Outcomes Based FP
  • Retirement planning
  • Redundancy
  • Superannuation
  • Investment Management
  • Life Insurance Income protection
  • SMSF Strategies
  • Succession planning
  • Saving/Financing Purchase of Home

CONTACT US TODAY AND BOOK

AN APPOINTMENT TO MEET YOUR NEW FINANCIAL LIFE COACH