TWD Advisory

Financial confidence vs financial security Article

Financial Certainty vs Financial Security

I think it’s safe to say that financial security is a fairly ubiquitous goal, but what about financial certainty?  As...
27 January 2025
TEDx Kings Park Youth 2024

From Panel to Red Dot: My Journey to the TEDx Stage

Dawn Thomas reflects on her presentation at the TEDx Kings Park Youth event. At the end of 2024, I had...
23 January 2025
Mortgage vs. Super

Mortgage v Super: Where should you invest your extra money?

In a recent Money Editor piece for the Sydney Morning Herald, The Wealth Designers’ Senior Wealth Adviser Dawn Thomas weighed...
17 December 2024
What private wealth clients (1)

What gives Private Wealth clients the edge

There’s nothing ordinary about our Private Wealth Management service because there is nothing ordinary about our clients. One of the...
16 December 2024
Public misconceptions of financial advisers

How TWD is tackling public misconceptions of financial advisers

The Wealth Designers’ Senior Wealth Adviser, Dawn Thomas, is a woman on a mission. She believes in the power of...
16 December 2024
You’ve saved a house deposit. What’s next

You’ve saved a house deposit. What’s next?

Saving for a house deposit is a significant milestone, representing years of dedication, discipline, and careful planning. It’s an accomplishment...
10 December 2024
Risk Management How do I choose my risk level

Risk Management: How do I choose my risk level

When it comes to managing your finances, one size certainly does not fit all. At The Wealth Designers, we believe...
26 November 2024
Spring clean your home loan with a small lender_article image

Spring clean your home loan with a small lender

This season, our Senior Wealth Adviser, Dawn Thomas, recommends giving your mortgage a once-over. Dawn discussed how to give your...
18 October 2024
_The insurance you might have without knowing (1)

The insurance you might have without knowing

Life insurance is a crucial safety net for many Australians, with around half of us holding some form of policy,...
26 September 2024
Understanding Risk Tolerance in Retirement

Understanding Risk Tolerance in Retirement

As clients approach and enter retirement, their investment strategy typically shifts towards a more conservative approach. These clients are looking...
20 September 2024