Testimonials

Who better than our clients to tell you more about The Wealth Designers?

Sarah ArmstrongSarah Armstrong
13:51 05 Jun 22
I've loved working with Cara, its been such an eye-opening, supportive and educating experience!
Steve LyonSteve Lyon
08:38 29 Jan 22
We’ve been with TWD for 2+ years now. Cara and Angelko are fantastic and have helped put a financial plan in place for us. They have been exceptionally friendly and responsive from day 1. I would highly recommend their services.
Callen BanffCallen Banff
09:22 11 Nov 21
Since the start of the year, I've been using TWD to look over my finances and investment strategies. Cara Graham completed a comprehensive assessment of my financial needs and goals. She made a clear step by step plan on how we could implement all the advice.I found TWD and Cara's services invaluable as they saved days of my own time reviewing insurance documents, investment options, etc., while providing me with the confidence that an expert has reviewed all the options to meet my goals.
Lesley TigheLesley Tighe
03:00 14 Sep 21
In the short time that I have engaged Troy as my financial adviser I have found him to be friendly and accommodating. Troy has an easy going manner which belies his very professional approach to the job. His advice has been meaningful and pertinent; and always with me as the beneficiary. I would certainly recommend Troy and his team if you are seeking a financial adviser that you can trust and rely upon.
john aquilinajohn aquilina
04:06 04 Jul 21
TWD has always provided me with a professional service, inspiring confidence that I was receiving safe and individualized advice.
Cindi StarcevichCindi Starcevich
10:42 16 Jun 21
We have known Troy MacMillan for twenty years and have been a personal customer for 19 years when he set up his own business. We have always been satisfied and happy with the advice we have received.
Sandra GultianoSandra Gultiano
05:09 29 May 21
Friendly and professional team. Easy advice to follow and understand. Would recommend their services to everyone who wants to get advice that is easy to understand and follow.
Justin LowsonJustin Lowson
02:47 12 Apr 21
Excellent financial advisers. My family have been using them for a long time. Their communication is wonderful, we really feel like they work hard to grow our wealth. Highly recommend.
Wayne GodwinWayne Godwin
23:33 22 Mar 21
My wife Helen and I have been with The Wealth Designers for a number of years after being referred by a friend. Our first meeting was with Troy and from the first meeting we were put at ease by Troy's easy going manner. The processes were explained in language that even I can understand. TWD staff are a pleasure to deal with. They are polite and patient. Our reviews are done bi annually and Helen and I are confident that our future financial security is in good hands. Such is our confidence in Troy and TWD that we have no hesitation in referring friends and family.
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