Proud Moment for The Wealth Designers: Cara Graham Awarded INFIN 40 Under 40 Honour
We are proud to announce that our very own Principal Wealth Adviser, Cara Graham, has been spotlighted on this year’s inaugural INFIN 40 Under 40 list, a national recognition that celebrates a new generation of advisers who innovate and redefine what quality financial advice looks like.
Celebrating a year of impact and recognition
This milestone adds to what has already been an extraordinary year for Cara. Earlier this year, Cara was named among Australia’s 50 most influential financial advisers on Financial Standard’s FS Power50 list, a highly respected acknowledgement that places her among the country’s leading voices in advice.
We also proudly celebrated her finalist placement in the 2025 Women in Wealth Awards, recognising her commitment to the financial services industry through leadership, innovation, and advocacy.
Being selected from a national cohort underscores not only Cara’s individual accomplishments but also the value of our approach at The Wealth Designers: delivering tailored financial advice to help you live well both now and in the future.
As our founder, Troy MacMillan, puts it, “Being recognised as one of Australia’s leading financial experts has been incredibly rewarding, but it doesn’t beat the feeling of helping all Australians to kick their wealth goals and live their best lives, every single day.” These accolades from our community aren’t just shiny titles. They affirm the real difference our team at The Wealth Designers is making to help Australians achieve their version of living well, no matter their starting point.
Living Well: The heart of what we do
One of the defining qualities of Cara’s work is her commitment to understanding each client’s unique story. No two individuals or families share the same goals, financial circumstances, or definitions of living well. Cara’s approach begins with listening, taking the time to understand what truly matters, what opportunities exist, and what challenges may need to be navigated along the way. Whether guiding someone through major life transitions, helping a family build long-term security, or supporting a couple planning their ideal retirement, Cara readily brings compassion, insight and expertise.
Her approach reflects the core of what we do at The Wealth Designers: making financial advice practical, personal, and purposeful. Our clients are at the heart of everything we do. Through clear, comprehensive financial planning, we aim to give them greater clarity and confidence to live well.
With 17 years of experience in our field, these are some kind words that our clients have shared about how Cara and The Wealth Designers help them live well:
Julia R – “Working with Cara and The Wealth Designers has given us great peace of mind. We know exactly where we are at with our finances and we now have a plan for a retirement full of the things we love to do, that we know we can afford to do.”
Lina V – “I’ve had a great experience working with Cara. She is knowledgeable, approachable, and always takes the time to explain things clearly. I feel much more confident about my financial decisions thanks to their guidance. Highly recommend their services to anyone looking to improve their financial health!”
Julie W – “My husband and I were very impressed when we were first introduced to Cara in 2015. She has continued to earn our trust, respect and admiration ever since. Cara maintains a perfect balance of professionalism, expertise and friendliness. I was immediately impressed with her ability to listen, to process our concerns and priorities and tailor these to our financial objectives. Working with Cara has always been a fun, lively and enjoyable experience. This was an unexpected delight for me because I am not good with numbers or financial matters and thought it would be boring and difficult to understand. Our consultations with Cara never feel hurried and she takes the time to explain financial concepts and trends and answer our questions in a manner which even I can comprehend. We have always felt understood, respected and fully supported in her guidance and management of our financial portfolio. We feel privileged to have benefited from her considerable knowledge, skills and expertise over the past 10 years and highly recommend her services.”
While everyone’s version of “living well” looks different, the journey always begins with understanding who you are, what you value, and what you want your future to look like. We’re ready to listen to what you want out of life and help you live it.
Looking ahead
Cara’s achievements are a proud moment for our team, our clients, and the financial advice profession. They are a reminder that careful listening, thoughtful planning, and genuine care are at the centre of everything we do at The Wealth Designers.
We are proud to champion leaders like Cara who set the benchmark for what modern financial advice can and should look like. As we continue supporting Australians through every stage of their financial journey, we look forward to helping even more people experience the confidence and peace of mind that come from living well, with a plan that reflects what matters most to them.
If you’re ready to live with both money and meaning, we’d love to guide you. Book a chat with our team today.
Explore more about the INFIN 40 Under 40 list here: https://www.theinside.network/infin-vic-2025#block-102ecc16b824ad972b38