A Message From The Director
As the Director of Gold Tree Wealth Advisory, I get a real sense of pride seeing our business help our clients achieve their life goals. Of course, we focus on your financial objectives, but it’s an organizational priority for us to consider the broader picture. Finances aren’t everything, but they do directly affect what you can achieve in other aspects of life.
This is one reason Gold Tree Wealth is serious about getting to know you. We’re interested to hear where you want to go and what’s important along the way. It’s all about your story: what’s happened so far and where is it going to take you.
We’re here to help you find a great way to live out that story.
Of course, in the spirit of sharing, you deserve to know something about me too.
I grew up in a humble household with parents who have showed me the true value of hard work. I made my first personal investment at the age of 18 and grew my portfolio to purchase my first investment property when I was 21.
Around the same time, I had completed my Bachelor of Commerce with majors in Financial Planning, Finance and Management. I also completed a Diploma of Financial Services.
Over the next 7 years, I got invaluable experience as a Senior Financial Planner at 3 independent financial advisory firms. Throughout my career, I‘ve helped clients with everything from wealth creation, wealth protection through to retirement planning strategies.
These experiences and qualifications made it clear to me what good financial advice could be and what it should be. My various roles allowed me to meet clients who had come to me after dealing with previous financial planners who delivered advice without the best interest of the client as the focal point. However this allowed me to identify a gap in the industry – one that I knew I could fulfil!
To fulfil that vision, I started Gold Tree Wealth Advisory, where the client's story comes first and my clients walk away feeling good about their future.
We can’t wait to have you on board.
Director & Principal Wealth Adviser
Gold Tree Wealth Advisory
I have been a client of Nathisha (Gold Tree Wealth Advisory) for over 5 years now. She always takes a genuine interest in my investments and finances (Unlike many fee driven firms out there). I highly recommend her for all your financial needs. The team at GTW also made buying my first property a breeze.
Amazing comes to mind ! She is honest, trust worthy and just a a very sweet person to work with. You will not regret become her client and allowing her to be your adviser. Without sounding cheesy, she will change your life.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2013
- Years of experience 10
- Bachelor of Commerce
Gold Tree Wealth Advisory Pty Ltd298 James Cook Drive
Endeavour Hills, VIC 3802
- 8:00am – 5:00pm Monday – Friday
- Video call
Lifespan Financial Planning