Your Team of Professionals.
Connecting you with a trusted network of professionals, or working seamlessly with yours.
Is your accountant talking to your financial planner?
Does your mortgage broker understand your long-term investment goals?
Are your legal and financial strategies working in silos or in harmony?
FAQs
Q: Why does Olive Tree Wealth use a referral network?
A: No single person can be an expert in everything. We act as your "Financial Project Manager," ensuring that your accountant, lawyer, and mortgage broker are all aligned with your master plan. While we do give holistic advice, we know our limitations, and we work closely with other professionals where accounting, legal services or mortgage broking advice is required.
Q: Do I still need a financial planner if I already have an accountant?
A: Yes. While an accountant generally focuses on your past (tax returns and compliance), a financial planner focuses on your future (goals, investment strategy, and lifestyle). We work together to ensure your tax strategy supports your growth goals. The best strategies are usually realised when your trusted professionals work together for your benefit.
Q: How do you choose the specialists you refer to?
A: We only refer to professionals who share our values of transparency and client-first service. We monitor these relationships closely to ensure our clients receive a seamless experience across all areas of their financial life. However, where you already have an accountant, solicitor, or mortgage broker, we ensure we work with them collaboratively to get the best outcome for you.