News & Insights

SAEF Financial Planning

Mentorship and Raising the Bar in Financial Planning

Earlier this year, The Wealth Designers had the honour of being invited to participate in the School of Accounting, Economics,...
17 September 2024
CEO of the year finalist_image

Finalist: CEO of the Year

We are pleased to announce that The Wealth Designers Chief Executive Officer, Troy MacMillan, has been selected as a finalist...
10 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
Living Well through Planning Life's Big Events

Living Well through Planning Life’s Big Events

Life is full of significant milestones. From buying your first home to planning for retirement, these events come with both...
25 July 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
Dawn Thomas_Sydney Morning Herald

How do you pick a good super fund?

Dawn Thomas, Senior Financial Adviser, recently shared her expertise with The Sydney Morning Herald as part of their 6-part Super...
30 May 2024
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Market Update – March 2024

Financial markets continued their positive trajectory in March 2024. The MSCI World Index gained 3.1%, reflecting broad-based strength across developed...
18 April 2024
Dawn Thomas talks budgets for kids

Share the Budget Load

Dawn Thomas, Senior Financial Adviser, recently shared her expertise in an article for Your Money by The West Australian. In...
19 March 2024