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Financial Planning2018-08-26T09:29:26+00:00

FINANCIAL PLANNING

We would like to introduce our financial planning strategic partner, Maple Tree Wealth Management Pty Ltd, for the provision of financial advice to our clients.

Ron Malhotra provides our clients with advice that is objective, tailored and free from institution ownership (unbiased advice).

Ron provides a transparent fee for service model free of conflicted remuneration (no  kickbacks or commissions on investments and superannuation) and he offers our clients proven, practical, and time tested strategies to grow their wealth.

Maple Tree Wealth Management Pty Ltd is headed by Ron Malhotra who has over 19 years of experience in financial services having worked for some of the largest financial institutions in Australia and globally. Ron is a qualified financial adviser who carries the AFP designation through the Financial Planning Association of Australia, and Advanced Diploma in Financial Planning, an Associate Chartered Financial Practitioner designation through the Association of Financial Advisers and a Masters Degree in Business Administration.

If you would like to book a complimentary financial health check (valued at $495) and understand how you can secure your financial future by meeting with Ron, please contact our office on 1300 577 477 to arrange an appointment, or click on the link below.

Maple Tree Wealth Management Pty Ltd is a corporate authorised representative of GPS Wealth AFSL 254 544, Australian Credit License 254544, ABN 17 005 482 726.

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