Building wealth isn’t about stacking gold bars. It’s about curating a beautiful life.

The Wealth Designers

It’s the desire to create comfort,
provide for your family,
enjoy new experiences,
visit new places,
realise your dreams,
relieve complexities,
treat yourself to fancy toys,
buy your freedom,
have peace-of-mind and secure a legacy that lives on,
so you can continue to make a mark long after you’re gone.

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Multiplying money is the easy bit. But we want our clients to enjoy a life with both money and meaning.

 

Hear from our happy clients.

Sarah ArmstrongSarah Armstrong
13:51 05 Jun 22
I've loved working with Cara, its been such an eye-opening, supportive and educating experience!
Steve LyonSteve Lyon
08:38 29 Jan 22
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.
Callen BanffCallen Banff
09:22 11 Nov 21
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.
Lesley TigheLesley Tighe
03:00 14 Sep 21
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.
john aquilinajohn aquilina
04:06 04 Jul 21
TWD has always provided me with a professional service, inspiring confidence that I was receiving safe and individualized advice.
Cindi StarcevichCindi Starcevich
10:42 16 Jun 21
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.
Sandra GultianoSandra Gultiano
05:09 29 May 21
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.
Justin LowsonJustin Lowson
02:47 12 Apr 21
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.
Wayne GodwinWayne Godwin
23:33 22 Mar 21
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.
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We have our own in-house investment team, made up of those at the top of their game.

Imagine 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. This is how we offer our clients excellent investment opportunities as well as the most personalised service.

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We offer so much more, too.

We Listen.

We want to know what you value most. Only then can we customise the advice and services to get you there. Maybe it’s early retirement or a waterfront weekender. It could be clawing time back from your busy life so you can tuck your kids into bed each night. Or as complex as protecting your wealth and legacy through the next generation and beyond. Tell us – we’re listening.

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We Listen.
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We aren't product pushers.

The Financial Services Royal Commission unveiled some pretty frightening facts about financial advisors operating in the best interests of banks. As a privately-owned company with no alignment and no third-party endorsement, you can be confident that the advice we give is, and always will be, in YOUR best interests.

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We aren't product pushers.
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We deliver value.

We won’t commit to working with you unless we are 100 percent confident that we can deliver value over a 12-month period. It’s that simple. And we have a stringent review process. We consistently check in with you, to help you navigate challenges and obstacles and to ensure the life you value remains on track and always in sight.

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We deliver value.
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We believe in one flat fee.

Financial services traditionally have a complex cost structure. We don’t work like that at The Wealth Designers – we feel it is confusing for clients and takes their hands off the wheel of their wealth journeys. That’s why we aim for one flat, transparent fee to help our clients understand the true value of their return.

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We believe in one flat fee.
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We’re not elitist.

We want to help all Australians to live their best life, whatever that may be. That’s why we offer services for everyone, whether you’re starting out, managing more complex affairs or guiding significant wealth.

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We’re not elitist.
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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.

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We’re inspired by a very special ethos.
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For many people, living well includes giving well.

Our Philanthropy specialists encourage and facilitate giving on all levels. We can help you to make clear and informed decisions with your donations AND help not-for-profit (NFP) organisations grow from strength to strength (and double the good they do!).

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Need to transfer superannuation from the UK to Australia? We can help.

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Start curating the life you dream of today.

Get in touch
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