Our objective is to work with our clients to first preserve and then to build their wealth, with a view to securing long-term prosperity for them and their families. Our clients welcome the strategic 'whole-of-life' approach we employ and the practical rigour that we bring to managing their financial affairs, year in, year out. 

People who like to be proactive and appreciate responsiveness in the management of their wealth, find Mulberry Tree Wealth Management a skilled and suitable Senior Partner Practice as well as those who like to see us once a year to ‘catch up.’

Feedback from our clients tells us that we provide quality, integrity and an exceptional level of client service and this is what makes them come back and refer us to their families, friends businesses and colleagues. 

We believe that our clients want a service that is simple, transparent and effective and we do this by creating and managing long term and trusted relationships with our clients. We strive to offer the best possible service standards that we can, not only for new clients, but by active ‘management’ of existing clients' financial arrangements. 

Don’t take our word for it, if you have a moment, read our client testimonials.