A life with both money and meaning
We’re here to deliver you valuable financial advice.
Advice to help you build wealth so you can live well, both now and in the future.
A beautiful life is one where goals are kicked, dreams are realised and legacies are built.
We can assist in curating this beautiful life.
Ready to get started?
Read more about our services and how we can help you.
To get going, it’s as easy as booking an intro call. This is an informal phone chat, around 15 minutes long. In it, we’ll learn a bit more about your situation to see if we can help you going forward. It’s quick and painless, we promise!
There’s absolutely no obligation to proceed further and we won’t agree to work with you unless we’re 100% sure we can deliver value.
A few things you should know about us:
1.
We have a point of difference we’re very proud of. It’s centred around how we:
- Listen to what you want out of life.
- Are not product pushers.
- Deliver value.
- Charge one flat fee.
- Are not elitist.
2.
We have our own in-house investment team, made up of those at the top of their game.
We’ve compiled a panel of experts, whose sole job is to watch the market from sunrise to evening so they can deliver smart investment propositions to you. Meanwhile, our advisors stay focused on the relationship with you.
This is how we offer our clients excellent investment opportunities as well as the most personalised service.
3.
We get rave reviews from our clients.
Here’s some of the feedback.
Dawn is very knowledgeable and very helpful and friendly.She has our interests at heart and has made excellent decisions for our finances. We would have no hesitation in recommending Dawn as a Financial Advisor.
David Hatton has been our finically advisor for years.David is an amazing fun guy, not a stuffy financial bore….. he is always very professional, his advice has always been given in a way which is very clear, concise and to the point. Very simple for the everyday person to understand.We always thought we would retire with a mortgage, David saved us from that fate.We have trusted David from our first meeting. Wefeel you have to have a good relationship with a your financial advisor, similar to your GP, you need to trust what they advise.We have built up a relationshipwith David over the years. we told him our goals originally and over the years, he has well exceeded making our goals achievable. Thank you David
Dawn and her team at TWD have been Fantastic from the start. I lost my husband in July, so TWD stepped in and covered all my financial requirements to help take the stress away in a horrible time with claims through super and life insurance companies. I would never have been able to do it in a short period of time and get the great result like Dawn and her team. Thanks guys.
I had the privilege of inviting Dawn from TWD as a guest lecturer for my students, and her session exceeded all expectations. Dawn's ability to simplify complex financial concepts was impressive, and her passion for nurturing the next generation of financial planners was evident. She engaged our students, offered real-world insights, and provided valuable career guidance. Thank you, Dawn, for your exceptional dedication to our students' success.
Robin Sandover has been my Financial Advisor for over a year. He has always provided outstanding professional and personal service.I have had multiple successful Insurance Claims with Robin where his knowledge, expertise, and understanding of the Insurance company requirements made the process smoother and stress free.Robin is a wonderful advisor and person who I would highly recommend. I look forward to continuing to work with Robin in the future.
Dawn Thomas was an incredible guest speaker at our Murdoch University leadership learning experience. She produced a very engaging and inspirational presentation on leadership in the workplace, which drove my future passion even more. I had the privilege to talk to her during and after the session, she was very kind and approachable.
Dawn is an amazing advisor. I have so much faith in everything she says and Dawn makes it very easy to understand what our future holds. Thank you Dawn for everything you do
Today we had a meeting with Dawn Thomas of The Wealth Designers. We highly recommend Dawn for advice on retirement and which way to go to achieve the best value for money with investments and Centrelink opportunities.
Dave has been looking after me since covid. So impressed by his professionalism and amazing manner. Always knows best for my situations. Love the relationship we have created, look forward to the future. Just overall a great guy, highly recommend.
My partner and I cannot thank Cara and Robin enough for all their efforts in helping us achieve our goals. Their detail and the precison put in to our plan makes it really easy to follow. They have been really clear with their communication and in ensuring we understand what has been put in place.They have both been so friendly and have catered to our every need, and have been very encouraging throughout the whole process.Thank you for all your hard work and for giving us peace of mind. 😃
The Wealth Designers are fantastic through the whole financial planning process.My partner and I were helped by Robin and Cara who are both friendly, knowledgeable and supportive. They helped my partner and I to clearly define our goals and set the checkpoints for achieving a number of small and large financial objectives within the next decade.After the initial consultation process, we dealt mostly with Robin as Cara took maternity leave.Robin is a pleasure to work with and he is always happy to explain complex ideas and strategies to ensure that we fully understand our path.Thank you, Robin and Cara, for your help and guidance.
In the time I have known Dawn Thomas, I have found her to be highly intelligent, unique, approachable, and courteous.In my opinion, Dawn is the gold standard in serving and delivering promises to her clients. She is a beacon to her clients and a shining light in our profession.Someone who deeply cares for her family. A genuine person who supports her peers in a very challenging arena.I highly recommend Dawn to anyone who values professional Financial Advice with a uniquely human touch!
Dawn Thomas is the epitome of the modern day Financial Adviser. I am a Financial Adviser myself and have interviewed Dawn a few times now on my podcast. Each time I have been extremely impressed with Dawn's passion for her clients. Dawn is a super intelligent person and that is combined with her generous warmth and empathy. I would recommend Dawn to anybody in a heartbeat.
Dawn is a knowledgable financial advisor who knows how to speak to her clients in a manner that they can relate to. She is an engaging workshop presenter who is passionate about teaching women particularly about taking charge of their superannuation. Thanks, Dawn! Looking forward to working with you again.
Dawn Thomas a senior adviser at TWD has been involved with numerous career development workshops and activities at Murdoch University where she was able to challenge our students to think critically and look at their personal style of leadership. She talks with great enthusiasm about financial strategies and her role as a change maker in the industry. Our students' feedback was that Dawn made them think differently about their own future career development and their place in the world of work.
My wife and I worked with Cara for TWD for a 12M period. Cara is always very professional yet very kind and understanding of our personal situation. She has been accommodating with meeting dates/times/methods and has always been happy to work through our questions and concerns. Cara spends time in making sure that we understand everything that she has worked on for us and has recommended for us. Thank you, Cara.
I've loved working with Cara, its been such an eye-opening, supportive and educating experience!
We’ve been with TWD for 2+ years now. Cara and Angelko are fantastic and have helped put a financial plan in place for us. They have been exceptionally friendly and responsive from day 1. I would highly recommend their services.
Since the start of the year, I've been using TWD to look over my finances and investment strategies. Cara Graham completed a comprehensive assessment of my financial needs and goals. She made a clear step by step plan on how we could implement all the advice.I found TWD and Cara's services invaluable as they saved days of my own time reviewing insurance documents, investment options, etc., while providing me with the confidence that an expert has reviewed all the options to meet my goals.
In the short time that I have engaged Troy as my financial adviser I have found him to be friendly and accommodating. Troy has an easy going manner which belies his very professional approach to the job. His advice has been meaningful and pertinent; and always with me as the beneficiary. I would certainly recommend Troy and his team if you are seeking a financial adviser that you can trust and rely upon.
TWD has always provided me with a professional service, inspiring confidence that I was receiving safe and individualized advice.
We have known Troy MacMillan for twenty years and have been a personal customer for 19 years when he set up his own business. We have always been satisfied and happy with the advice we have received.
Friendly and professional team. Easy advice to follow and understand. Would recommend their services to everyone who wants to get advice that is easy to understand and follow.
We have been clients of TWD for at least 7 years now. Troy's genuine, friendly and professional approach has always put me at ease with all our financial decisions. Troy (& the TWD teams) advice has helped us build a plan and work towards achieving our financial goals. Can't recommend them highly enough.
As a TWD client for 7 years, I have always been, and remain, impressed by Troy's concern for me and the ways he can unlock my financial future to meet my goals. The TWD focus on the individual as a human, was what attracted me to TWD, and this has been evident throughout our meetings over the years whether they are in person or online. TWD always delivers a highly professional service.
Excellent financial advisers. My family have been using them for a long time. Their communication is wonderful, we really feel like they work hard to grow our wealth. Highly recommend.
My wife Helen and I have been with The Wealth Designers for a number of years after being referred by a friend. Our first meeting was with Troy and from the first meeting we were put at ease by Troy's easy going manner. The processes were explained in language that even I can understand. TWD staff are a pleasure to deal with. They are polite and patient. Our reviews are done bi annually and Helen and I are confident that our future financial security is in good hands. Such is our confidence in Troy and TWD that we have no hesitation in referring friends and family.
I've been a client for the past 8 years with TWD. I would highly recommend this firm and Troy to anyone seeking professional advice from a highly moral and honest business.It has been during the more challenging times that I feel TWD and Troy have shone. During these times they have put me first and taken actions that hurt their fees taken but was good for me as a client. They have been proactive in both good and changing times.I don't believe there is any higher praise than providing good returns and putting me before their own short term needs.
Troy and the team at TWD have been amazing in helping me achieve my financial goals over the 10+ years I have worked with them. I have felt confident in the decisions I’ve made knowing that I am supported by such a great firm. I have been through some tough times over the last few years and knowing that Troy is always there to share his knowledge and advice, as well as friendship, has provided comfort and security to myself and my family. I highly recommend Troy and the team at TWD.
4.
We’ve won a lot of national awards, including the AFA Practice of the Year. Here are just a few of our achievements.
5.
We’re inspired by a very special ethos.
Our service is inspired by some special souls, none more so than the late Sharl MacMillan. The mother of founder and CEO Troy, Sharl owned a booming record store business in the 80s that was built on providing people with the most exceptional customer experience, where everyone felt seen, heard and valued. We strive to emulate the way she did business.
Building wealth isn’t about stacking gold bars. It’s about curating a beautiful life, both now and in the future.
Because life is for the living, today, tomorrow and beyond.
Are you wanting to build wealth?
- Are you newly married or growing your family and have a lump sum ready to invest?
- Is your career kicking off and you want to set goals to get ahead?
- Are you keen to plan your first financial bounty with a financial advisor you can trust?
Have you got a more a specific or complex financial situation that you need help managing and growing?
- Have you recently been divorced or widowed and need trusted financial advice to guide you through?
- Have your finances become too complex or time consuming for you to manage and you need a trusted financial advisor to take the load?
- Are you a busy executive, business owner or influencer wanting to spend less time on paperwork?
Do you have significant wealth and require a more concierge service?
- Have you built enormous success from enterprise?
- Have you inherited substantial riches?
- Do you need a financial advice from a firm who understands the unique needs you have, the complexities and concerns you face, and the importance of preserving family unity?
We offer some other useful services, too.
Aside from offering financial advice for everyone from those getting started, to those with more complexities, and our concierge service for those with significant wealth, we can also:
Transfer your UK pension
to Australia
Grow and strengthen
your NFP org
