TWD Advisory

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
Choosing the Right Financial Adviser

Choosing the Right Financial Adviser

Finding your trusted partner in financial empowerment Navigating today's complex financial landscape can be daunting, but having a trusted Financial...
23 August 2024
in-house investment team

Why Our In-House Investment Team Makes All the Difference

At The Wealth Designers (TWD), we pride ourselves on delivering exceptional financial advice, and we know that real expertise comes...
19 August 2024
Can I transfer a pension from the UK to Australia

Can I transfer a pension from the UK to Australia?

If you have a UK pension and you have moved to Australia, or are planning a sunny retirement Down Under,...
2 August 2024
TWD_Money&Life_When is the Right Time to Downsize?

When is the Right Time to Downsize?

We are excited to share that our Senior Financial Adviser, Dawn Thomas, has been featured in a recent article "When...
16 July 2024
Are points credit cards worth the rewards

Are points credit cards worth the rewards?

Points credit cards can be an attractive option for Australians looking to stretch their spending further, particularly as many people...
15 March 2024
Friends with money

The emotional rollercoaster of your finances

Did you know emotions can get in the way of how well you manage your money? Understanding the money lessons...
15 March 2024