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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

How Can We Help You?

For more information on the services we provide, please click the service links below, or simply give our office a call.

Where Do You See Yourself?

Wealth Tree Solutions has identified that there are generally four categories clients may fit into: Establishers, Wealth Creators, Pre Retirees and Retirees.

Listed below each client category are their most common characteristics. This is only a general overview and does not necessarily mean that at a certain age you will experience exactly what is below.

If you are an ‘Establisher’ you may identify with the following:

  • Would like to or already are saving for a home.
  • May have started paying off a mortgage.
  • May be paying off personal debt.
  • May be single, in a relationship or divorced and starting over.
  • May be paying off HECS Debts.
  • May be thinking about saving money for future children or if divorced are trying to afford a decent education for children.
  • Would like to know how to/ or are interested in learning about investing.
  • Would like to know how to maximise the benefits of Superannuation for now and the future.
  • Concerned about family being adequately protected in the event of death or disability.
  • Want to make sure you have your will completed.

 

If you are a ‘Wealth Creator’ you may identify with the following:

  • Concerned about having enough money for retirement.
  • Looking at investment strategies to suit your lifestyle.
  • Wanting to put Superannuation strategies in place for retirement.
  • Would like to utilise your home equity to improve current investments.
  • Own your home or are close to owning it.
  • Concerned about maintaining lifestyle in future years.
  • Are concerned about funding children’s education.
  • Wanting to learn how to minimise tax.
  • Want to make sure your will is completed.
  • Concerned about family being adequately protected in the event of death or disability.

If you are a ‘Pre Retiree’ you may identify with the following:

  • Concerned about maintaining lifestyle in retirement.
  • Concerned about protecting investments.
  • Concerned about having enough money in retirement to achieve lifestyle choices.
  • Concerned about structuring assets in preparation for retirement.
  • Wanting to learn about maximising social security benefits.
  • Concerned about future health care issues and the associated costs.
  • Concerned about family being adequately protected in the event of death or disability.

If you are a ‘Retiree’ you may identify with the following:

  • Concerned about maximising social security benefits.
  • Concerned about maintaining lifestyle in retirement.
  • Concerned about protecting investments.
  • Concerned about having enough money in retirement to achieve your lifestyle choices.
  • Concerned about future health care issues and the costs associated.
  • Concerned about family being adequately protected in the event of death or disability.

At Wealth Tree Solutions, every client is important. No matter what age or what financial position you are in, we can help you to secure your financial future. We do this by understanding you and your financial goals before delivering independent wealth creation and management solutions.

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