‘No time like the present’: Our national expansion
1 February 2024

‘No time like the present’: Our national expansion

Money Management magazine recently featured our exciting national expansion.

Since our inception in 2009, The Wealth Designers has experienced significant growth. What started as an idea from our CEO, Troy MacMillan, has evolved into a firm managing approximately $1 billion in funds, with a team of 10 Financial Advisers in our Perth office.

We are now expanding nationwide, starting with the launch of a new office in Sydney. 

This expansion will enable us to further share our distinctive approach to values-based financial advice and to help more people Live Well.

In the future, The Wealth Designers plans to establish boutique offices in every Australian capital city.

We look forward to helping more Aussies with our award-winning wealth management advice, investment support, Superannuation guidance and retirement and estate planning.

Stay tuned!

Read the full article here: https://www.moneymanagement.com.au/news/financial-planning/no-time-present-wa-firms-national-expansion – Published by Money Magazine, 31 January 2024 

Discover our Perth office: https://twd.com.au/perth-financial-advisors/ 

Discover our new Sydney office: https://twd.com.au/financial-planners-sydney/