Gold Tree Wealth Advisory: Customer Experience Finalist in the Casey Business Awards 2024
A testament to their client-centric approach and dedication to exceptional service, Gold Tree Wealth Advisory have been named finalist in the Customer Experience category of the Casey Business Awards 2024.
Unlike many in the industry, Gold Tree Wealth Advisory measures success not by funds under management, but by the value and accessibility of their financial advice to all clients, regardless of their wealth.
From its inception, Gold Tree Wealth Advisory has prioritised making financial advice accessible to everyone. They charge a fixed fee, ensuring that anyone seeking to improve their financial future can benefit from their services. This inclusive approach has made them the fastest-growing and highest-rated financial planning business within their license.
Their commitment to customer experience is evident in their strong client relationships. They offer quarterly assessments for clients to provide feedback, ensuring continuous improvement. Their policies, such as prompt email and phone responses and a no-questions-too-small approach, foster a culture of kindness and client satisfaction.
Their exceptional customer experience is reflected in their impressive client retention rate, with only one client departure in eight years. This dedication to service has resulted in 95% of their business growth coming from word-of-mouth referrals.
Gold Tree Wealth Advisory’s recognition as a finalist underscores their exceptional customer experience and unwavering commitment to community contribution. Their client-centric approach and dedication to accessibility set them apart in the financial advisory industry.
Congratulations Gold Tree Wealth Advisory!