Hometree can help you decide which type of investment is best for you, whether it’s real estate, cash-based or truly dynamic.

As financial planners, Hometree are proud to offer advice across every aspect of your investment portfolio and are able to facilitate the legal, accounting and other peripheral services required to ensure the success of a thorough financial plan.

Packages

For a monthly fee you can engage Hometree as part of an holistic wealth creation package. You will receive ongoing consultancy and advice from Hometree, based on the features of your package. Whether you are looking to invest in property, shares or a SMSF, we have something to suit.

The Roots

For beginner investors, or maybe those looking for a fresh start, creating a statement of advice is the foundation of a productive portfolio. Without this intensive overview of your current position, your financial situation could be at a disadvantage. The statement of advice outlines your financial strategy and provides you with a step by step guide on what to do, and when.

Starting from $660

Grow

For a monthly fee you can engage Hometree to provide ongoing services to help establish and maintain your financial plan. You will receive ongoing collaboration and advice from Hometree, based on the features of your package. Whether you are looking to invest in property, shares or establish a SMSF, we have something to suit.

Wealth creator

Hometree will help you develop a comprehensive strategy, utilising your current assets to further build your wealth.

Starting from $330 per month

SMSF

Hometree will help you understand and effectively use a self- managed super fund to gain control of your superannuation and start progressing to a comfortable retirement.

Starting from $165 per month

Wealth Creator + SMSF = $440 per month

New Beginnings

Taking the leap into investing can be a daunting. Talk to a financial advisor who can help put you on the road to financial success.

Free consultation

Investments

At Hometree, we know how overwhelming it can be to choose how to best grow your wealth. We can help you with that choice by taking a holistic look at your financial situation and life goals to recommend an investment roadmap that will help you achieve your financial goals and timelines.

We specialise in property, share market and cash investments to provide a balanced and diverse solution to help your portfolio be the best it can be.