MAPLE TREE WEALTH IS ALL ABOUT HELPING YOU create and grow wealtH THROUGH MAINTAINING INDEPENDENCE OF OWNERSHIP AND CONFLICT-FREE ADVICE

The best time to plant a tree was 20 years ago. The second best time is now.

-Old Chinese Proverb

Maple Tree Wealth Management are proud to be one of the few completely non institutionally owned financial advisory firms in Australia. We strongly believe that a good financial advisor will always put your best interests first, never compromising on your goals for other commitments and business affiliations.

We help clients achieve financial security through time-tested, reliable and personalised wealth planning and advice. As a non institutionally owned firm we will work with you to develop and implement a comprehensive financial plan for your future. This means we can tailor a plan to suit your needs and ensure you can meet your goals without external influences.

The freedom that comes with being non institutionally owned is perfect for this personalised approach. It gives us the ability to focus on our clients best interest without influence from other financial institutions.

The Maple Tree has one of the strongest root systems of all the plant world. That's why we chose  the name  Maple Tree Wealth for our company,  because we want to create a strong financial root system for you. 

A solid, robust foundation that combines time-tested ways of creating healthy growth and the ability to harvest the fruits of your labour in the future.

Yes, we mean money!

This is not a quick fix. Just as it takes time for a tree to grow to provide beauty and shade, it takes time to build sustainable wealth. 

 

EVERYONE DESERVES THE
"ULTRA-WEALTHY" TREATMENT

 

Create and Grow your wealth

If you are like most people, one of your goals in life is probably some level of financial success.

But you know, few people actually achieve it. They live from week to week, have little to show for their hard work, and often end up receiving government pensions in retirement. 

They don't have direction. They don't have a plan. And they don't have the expertise.

It's hard to hit a target you can't see.

Don't be one of those people.

The solution is to have someone wise, experienced and reliable to coach and guide you, and help keep you accountable. Someone who will help you achieve your financial goals. 

 

 
 

Ron Malhotra

Managing Director and Strategic Wealth Planner

My Story

My parents earned good incomes and were successful throughout their working lives. Unfortunately they now have almost nothing to show for their years of hard work. Truth be told, they are struggling financially.

Not thinking about their future when they were younger - not investing, making the common financial mistakes of under-insuring, lack of planning, being over confident in their financial ability and taking unnecessary risks with their money (without realising it) has resulted in a future that looks uncertain and bleak.

They had very few options but to go back to work and get assistance via a government pension. 

I see this trend being repeated time and time again throughout different age groups in Australia. I know what money can do and what lack of money will do.

Helping people avoid the common mistakes, assisting them with the right strategies and knowledge, and seeing them on the path to financial success, gives me tremendous satisfaction.

That's why this is more than just a career choice to me. It's a mission.

Wealth is not about having a lot of money. It is about having a lot of options.

How I work

I'm not interested in selling financial products, like insurance and investment schemes. I'm interested in providing practical advice that gets you results.

I always start by understanding your situation, your dreams, objectives and values. Only then can I develop strategies to help you get the outcomes you desire. 

I genuinely care about people making the right decisions with their money. I've seen too many people suffer financially due to making the wrong financial decisions. 

 

Qualifications and Memberships

  • Associate Chartered Financial Practitioner (AChFP)
  • AFP® Designation, Financial Planning Association (AFP)
  • AFA Association of Financial Advisers
  • Advanced Diploma of Financial Services (Financial Planning) 
  • Masters in Business Administration (MBA)
  • Self Managed Super Funds certification & Advanced SMSF Strategies certification
  • Margin Lending and Geared Investments certification
  • RG 146, Securities, Derivatives, Core & Life Insurance certification
  • RG 146, Managed Investments certification
  • Certificate IV in Finance Broking

 

As featured in

 
 
 
 

8 WEALTH HABITS OF FINANCIALLY SUCCESSFUL PEOPLE

Amazon best seller

Are you where you want to be financially? If not, then this book is for you.

What separates wealthy people from the rest? What do they think, do or believe that attracts wealth to them like iron filings to a magnet? Is there a secret?

In fact, there are some surprisingly simple steps you can take to emulate their success and pave the way to financial freedom.

Ron Malhotra has spent the past 15 years talking to people about their money. Throughout the years, he noticed some patterns emerging.

Financially successful individuals tend to have similar mindsets and ways of behaving.

Taking these insights and combining them with his deep knowledge of the financial industry, Ron has distilled this information into eight wealth habits that anyone can follow.

If you are serious about your financial future, this book will help you transform your attitude to money and lay the foundations for financial independence.



 

Financial adviser Ron Malhotra, founder of Maple Tree Wealth in Melbourne is a regular contributor to the media. He is often invited to comment or write about financial issues in the news.

 

Recent media contributions:

 

To contact Ron for comments, appearances or articles click here.