The Wealth Tree Solutions difference is reflected in the name. While financial advice is telling someone what they need to do and the steps they need to take, Wealth Tree Solutions is about empowering clients with the knowledge to secure their financial future long after the advice is given.
Through its national network, Centrepoint Alliance provides advisers with a comprehensive range of services and resources, including:
Sophisticated planning tools to help provide effective solutions.
Product research and customer insights to identify new opportunities in investment, superannuation and insurance products.
IT and systems support to underpin our outstanding customer service.
Continuing professional development, training and compliance checks to ensure high-quality advice.
For information in relation to Alliance Wealth as Australian Financial Services Licensees, please click:
The information on this website has been prepared on a general advice basis only. The advice has been prepared without taking account of your specific objectives, financial situation or needs. Accordingly, you should, before acting on the advice, consider the appropriateness of the advice having regard to your objectives, financial situation and needs. In cases where the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a Product Disclosure Statement (or other relevant information statement) and consider such document before you make any decision about whether or not to acquire the product. For these reasons, it is imperative that you seek advice from your financial adviser before making any investment decisions.
** Bowman Lane Insurance Pty Ltd trading as Wealth Tree Solutions ABN 47 009 469 756 is a Corporate Authorised Representative 244 271 of Alliance Wealth Pty Ltd ABN 93 161 647 007, Australian Financial Services Licence No. 449 221 Alliance Wealth telephone 1300 557 598, email – firstname.lastname@example.org, website – www.centrepointalliance.com.au/aw