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News & Insights
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
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
Finding your trusted partner in financial empowerment Navigating today's complex financial landscape can be daunting, but having a trusted Financial...
23 August 2024
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?
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
Life is full of significant milestones. From buying your first home to planning for retirement, these events come with both...
25 July 2024
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
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
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
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
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