Book An Appointment

At Gold Tree Wealth we want to get to know YOU, where you want to go and what is important along the way. It’s all about your story: what has happened so far and where is it going to take you. Thank you for choosing us.

To make sure you get the best value out of your first appointment we humbly ask that you:

  1. Download and read our Financial Services Guide

  2. Complete our  Preliminary Advice Questionnaire and

  3. Email us via contact@goldtreewealth.com.au to book your appointment