Welcome to Applewood

Applewood Wealth Management was established in 1992. Managing Director Karl Hartey has developed a unique wealth management business model, using simple but powerful financial tools, to ensure all clients receive strong leadership, professional advice and first class service. We look for lasting relationships built on trust, honesty and integrity.

Becoming someone's trusted wealth manager does not happen overnight.

It is a title that is earned, not given. And, although earning a client's trust takes time, this process is fundamental to our goals and beliefs. We tell you the situation as it is, not necessarily what you would like to hear.

You need to work with people who have the courage to tell you the truth. We look at all aspects of financial investing for you, from traditional investment methods to new opportunities. It is our responsibility to offer you direction, confidence and capability, which in turn lead to clarity and purpose. Only people with these attributes can profit from increased opportunities in the future.

Our aims at Applewood are to provide our clients with a first-class service, and to help them to achieve their financial goals.