Who we are
Treehouse financial planning is a boutique financial planning business based on Glen Osmond Road in Adelaide.
We are passionate about helping clients achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients to assist them in protecting, building and managing their wealth.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
- choose appropriate investment strategies
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
Meet our team
Brett Withy
Financial Planner
“I strongly believe in the provision of ongoing advice and support to our valued clients within a long term partnership.”
I have enjoyed working with financial planning clients since 1997 and believe in the value of ongoing financial advice more than ever as over this time I have dealt with many legislative changes in many areas (eg; Superannuation, Life Insurance, Centrelink, Investment Markets, Taxation etc). This is in addition to the changes which normally accompany all of our lives. I believe we all need to regularly review and fine tune our own financial situation and options to make sure we are staying on the right track.
After working in the corporate world of banking and finance I felt my strengths were better suited to working with my clients long term rather than on a transactional basis. I passionately believe financial advice can be given and received more successfully within an ongoing relationship between a client and a financial planner. My wife, Lee, and I established our own financial planning business in 2005 and have found great satisfaction in helping our clients achieve their goals or to assist them when life isn’t going quite to plan.
In 2017 we decided we needed a larger team to help us to look after our valued clients. We were very fortunate to meet Simon Capp and are now proud to be doing just that, within Treehouse Financial Planning.
We understand that everyone’s needs and goals are different and evolving at all times. Whether you are looking for financial advice to help achieve your long term goals or facing a life changing event, we are here to help you choose the right path.
Qualifications and Membership:
- Certified Financial Planner®
- Diploma of Financial Planning
- Member of the Financial Planning Association of Australia
Outside of work you will find me:
I live in the Adelaide Hills with my wife Lee. We made a tree change to the Adelaide Hills 10 years ago and can’t speak highly enough of this special part of South Australia. I try to keep fit by running, enjoying long walks and swimming regularly.
Simon Capp
Financial Planner
“I believe that working with a coach can help you achieve greater results. As a Financial Planner I want to ensure that our clients can protect and grow their wealth. I wanted to build a boutique Financial Planning business so I could work with a number of likeminded people to deliver a long term value to a small set of clients.”
I have made the decision to ‘step out’ of the corporate world, to allow me to build a business that can demonstrate a high-level of care for the people that rely on them. I have a diverse background that has given me a lot of wonderful opportunities - including living in some pretty amazing places! More specifically, over the last six years, I have been running National Australia Bank’s (NAB’s) Financial Planning business, both here in SA, as well as NT and WA.
Advice I specialise in includes:
I believe you need to get the fundamentals right. Building strong financial foundations is the pre-requisite when I work with clients to map out the strategy that will help them achieve their goals. Here are some of the “problems” that our clients are asking me to work with them on:
- Getting their budget in order
- Making sure that they are putting away for that rainy day
- Paying off bad debts like credit card and personal loans
- Helping them put away for their first home
- Making sure they understanding how their superannuation is invested
- Investing their superannuation in a way that is appropriate for their needs and risk tolerance
- Ensuring that their estate and non-estate assets are going to the people they want
- Making sure they have a ‘plan b’
- Building a strategy that will allow them to have the ‘right amount of money, at the right time and that it is in the right hands’
- Making sure their money will outlast them, so they can retire with dignity
- Ensuring that we have a strategy to manage finances to maximise government entitlements, and minimise excess tax obligations
- Making sure that they have the discipline to pay off our mortgage well before they retire
Outside of work you will find me:
I live on the beautiful south coast in Port Elliot. Spare time is spent chasing the kids around the coast or mooching around coffee shops.
Qualifications and Membership:
- Bachelor of Economics – Flinders University
- Masters of Business Administration – Adelaide University
- Advanced Diploma in Financial Services (Financial Planning) – Kaplan
- Member of the Financial Planning Association of Australia
Lee Withy
Client Relationship Manager
“I thoroughly enjoy working with people, solving problems and achieving the best outcome possible.”
Having worked with a group of clients, who we have been able to get to know very well over many years, I believe in the strength of ongoing relationships.
Qualification:
- Diploma of Financial Planning
Outside of work you will find me:
I live in the Adelaide Hills with my husband, Brett. We have two adult children and one delightful granddaughter. I can’t keep up the pace of running with Brett and prefer long walks instead.