Gold Tree Wealth Advisory

10/09/2024

What an absolute honor to have Ai Digital come over and spend the morning with us for a finalist video. Thank you for taking the time to learn and appreciate what we do on a daily basis.

Thank you to the City of Casey and the Backing Business in Casey team for making us a finalist. We are truly honored and grateful to have been selected under the Customer Experience Category.

We do not take this recognition lightly; it represents not only the hard work and dedication that have gone into our efforts but also the support and encouragement from our local area. Being a finalist reaffirms our commitment to excellence and motivates us to continue pushing boundaries in the industry.

Exciting times ahead !

23/05/2024

Thank you for taking the time to understand our award winning process.

Link to article in our profile description.

20/05/2024

Thank you Business Insider for the article highlighting the unique offering of Gold Tree Wealth Advisory and specifically our Director, Nathisha Paramasivam's philosophy around retirement planning.

Happy reading everyone (Link Below):

https://markets.businessinsider.com/news/stocks/gold-tree-wealth-advisory-sets-the-golden-standard-for-retirement-planning-for-every-age-1033398478

Gold Tree Wealth Advisory establishes its commitment to providing top-tier retirement planning services tailored to individuals at every stage o...

01/05/2024

We wanted to take the time to share a client review which we never do.

We get amazing feedback from clients on a weekly basis however our director has always been reluctant to share them. When asked why - she jokingly says, "my journey with each client is private - not one client's is identical to another so sharing their journey is there's alone, not to share".

However - this letter was too witty and charming not share. It does not give you a glimpse into the advice received BUT it gives you an idea of how our Director Nathisha Paramasivam wants every client to feel.
Respected and simply - Cared For.
She is worth the wait.

Thank you to our client (you know who you are) we appreciate the time you have taken to write this beautiful letter (although had us worried the first paragraph) - Gold Tree Wealth Advisory does what we do on a daily because of clients like you.

05/04/2024

Yet again our Director Nathisha Paramasivam was recognised as one of Eat.Live.Escape 10 Leading Australian Entrepreneurs. Thank you for recognising her heart, her determination and love for her industry. She inspires us her employees and her clients every day.
To read the full article click this link > https://eatliveescape.com/women-in-small-business-insights-and-advice-from-10-leading-australian-female-entrepreneurs/

08/08/2023

What is happening with the Australian economy? ‖ GOLD TREE WEALTH Gold Tree Wealth Advisory

New Video up on our channel. Make sure you subscribe for more content.

Let us help you understand what is going on with the Australian Economy. Cost of Living, inflation and interest rates. What does it all mean to you? Happy vi...

17/05/2023

Our Director, Nathisha Paramasivam was invited back to her High School (Killester College) for Dare to Dream Week to inspire the next generation of young women to be Financial Advisers.

She inspires us every day to be better members of Gold Tree Wealth, better dreamers, better contributing member of society and better humans.
It's amazing to see her being recognized for her contribution to the financial service industry and inspire women of every age.

Thank you to Killester College for having her. She had a blast.

16/09/2022

So this happened.

Very humbled to work with a great group of individuals that make our job a pleasure and rewarding.

Thank you to our clients who have shown us grace and trust.

This is a testament to our Gold Tree Wealth Family.

https://theabj.com.au/2022/09/15/branded-content-10-finance-experts-to-learn-from-in-2022/

16/09/2022

24/11/2021

We help your dreams come true. Organising a meeting with a Gold Tree Wealth specialist is simple. Email us to setup your initial zoom meeting today.

12/04/2021

Chrometophobia is a real thing. It can exist in the mildest to the extremest forms. 

It encompasses everything from the fear of spending money to the fear of thinking about money, to even the fear of touching money. 

We meet clients all the time who have told us that they  have been following us for years and it took them that long to finally reach out for a chat. 

The finance industry at times makes "finances" such a complex and daunting topic when it doesn't need to be. 

We all have it, we all are trying to earn it, spend it or save it. 

If our clients have a strong relationship to money , the stronger and wiser they are about growing it and protecting it for years to come. 

We aren't scary- PROMISE - we are here to help. 

Reach out and make money worries a thing of the past. 

     

24/10/2020

Always.