Testimonials
Who better than our clients to tell you more about The Wealth Designers?
Lina Velosa
07:58 28 Nov 24
I've had a great experience working with Cara. She is knowledgeable, approachable, and always take 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!
Mieke Heylen
03:51 27 Nov 24
I have been with TWD for 15 years. First meeting Troy and Michelle, later on Cara and when my financial situation changed I was introduced to David Hatton.I’m very happy with the service provided by Dave. He stands out for his knowledge, clear thinking and great advice. Thank you so much for being a great advisor and a great listener. Dave helps me put things into perspective and prepare me for positive things in the future. For me to know that I can contact him when I need some advice is very important. I really appreciate Dave’s help and support. Thanks Dave !
Keith Lee
02:12 18 Oct 24
I’ve known Dawn Thomas since 2010, and she’s more than just a financial advisor to me—she’s like family. From our very first meeting, I was struck by her genuine passion for helping people achieve their financial dreams. Dawn doesn’t just manage numbers; she crafts financial strategies with heart and soul.Her ability to simplify complex financial concepts is nothing short of magical. It’s as if she has a superpower for turning intimidating jargon into friendly advice that anyone can understand. Dawn's enthusiasm for her work is contagious, making even the most daunting financial discussions feel engaging and empowering.What truly makes Dawn stand out is her incredible care for her clients—both human and furry! She has looked after my dog on several occasions, proving that her nurturing nature extends beyond finances. Knowing that I can trust her with my pup while I focus on my financial goals speaks volumes about her character.Since working with her, I’ve gained not only confidence in my financial planning but also a true sense of excitement about my future. She has helped me create a plan that feels not just achievable but inspiring.If you’re looking for a financial advisor who combines expertise, warmth, and a personal touch, look no further than Dawn Thomas. She’s a remarkable professional and an even more amazing person. I’m so grateful to have her in my corner!
Mark Brown
21:26 07 Oct 24
Hi, I have been dealing with TWD for almost 2 years now and find them professional and always approachable. Dana Gibbs is my contact and always very helpful and calls back if not available when I call
Wendy Urquhart
23:48 17 Sep 24
Having Dawn as our Financial Advisor is like having someone to hold your hand through all the processes. She is always at the end of the phone to answer all our questions no matter how silly they might seem. She is warm, friendly and extremely knowledgeable. She makes us feel safe having her in our corner. She really is like the fairy godmother of superannuation!
Tim Elliott
07:38 14 Sep 24
Once upon a time, there lived a simple couple, who worked hard but didnt know how to secure for their retirement future. One day, a radiant figure appeared before them—Dawn, the goddess of wise investments and secure futures. With a warm smile, she took their hands and guided them through the world of gold and silver coins, showing them how to save a little each day and invest in their dreams. With her magical touch, their savings grew and grew, and soon their worries vanished! Dawn left them with a golden book of wisdom, and they lived happily ever after, secure in their future.
Loz Madnyx
07:38 14 Sep 24
In a land once shrouded in financial confusion, the arrival of Dawn of the Retirement of House TWD changed everything for us. With warmth and clarity, Dawn has broken down the barriers of complex financial knowledge, turning the mysteries of superannuation and retirement planning into simple, empowering concepts. Through patient guidance and yearly gatherings, Dawn taught us how to save, invest, and shape our futures. No longer intimidated by financial jargon, we have embraced our newfound knowledge, and are on our journey of securing a comfortable and happy retirement. Thanks to Dawn if the Retirement.
Darryl Miller
06:22 05 Sep 24
TWD have been been managing my superannuation funds since 2015. For the whole of that period both Cara and Dawn have provided excellent professional guidance and support. They have skilfully guided the portfolio through market shocks and on occasion provided advice that has allowed potential losses to be avoided.
David Shirley
12:55 30 Jul 24
I am extremely pleased with the service I have received from TWD. They took time to understand my financial situation, my goals, and my tolerance of risk. They presented and discussed with me the options to achieve the financial security I want with understanding, and patience. The plan they have provided me is worth every cent of their fee, and more...
Paul McNeela
14:41 09 Jul 24
Dawn Thomas has given my wife and I stellar financial advice for 7 years, which has stood the test of time spectacularly. Dawn's breadth of knowledge and exceptional communication skills (always delivered with an easy humour and charismatic panache) in explaining complex financial legislative provisions in an easy to understand format for the layman have enabled us to get on track to achieve our financial goals and secure our family's future. Dawn has made an immeasurable difference to our finances now and in the future. I'd heartily recommend her services to all age groups, but especially young people for whom she is passionate about maximising their future financial security and independence.
Nie_Ly SAz
13:57 07 Jun 24
Paid $8k for an advise and all I was given was to manage my super and for me to buy an insurance!
Terri Lucas
07:52 07 Jun 24
I have had David Hatton as my financial planner for the past 2 years and he has certainly helped secure a bright and healthy financial future for myself... I highly recommend him.
Hannah Fielder
08:24 06 Jun 24
Dawn was very helpful and provided me with some much needed advice as well as resources to look into for the start of my financial journey. This meeting was complementary as my parents are clients of TWD. I highly recommend this to others.
Philipp Schuller
09:17 24 Apr 24
We've been with TWD for over ten years now. Even though we are one of the very few non-resident clients, the TWD team has gone out of its way to accomodate us and our specific needs with respect to tax reporting. Outstanding service and great portfolio performance, too.
Michelle Watson
05:32 19 Apr 24
I can't praise Dawn and the TWD team enough! They support our educational institution by delivering workshops to high school students on financial literacy. The team are not just knowledgeable but also incredibly engaging and inspiring. They have a special knack for making complex financial concepts understandable and relatable to students. Our students always leave feeling empowered and ready to tackle their financial futures confidently. Thank you to Dawn and the team for all of your work!
Iman Dhedhi
10:05 13 Apr 24
Thank you Dawn for the informative session you gave the team at Clearstream for International Women's Day! Everyone was so engaged during the session and got so much out of it. There was a lot of discussion following the session, and still a few weeks on, employees are talking about it and checking in with their colleagues with regards to how their financial setup goals are coming along.
Rodney Pearson
10:16 09 Apr 24
Dawn has been extremely informative, meeting all our financial planning needs. She is very personable, patient and welcoming.
Katherine Wilson
11:55 03 Apr 24
I would highly recommend Cara Graham at TWD. She is very knowledgable, and can explain financial concepts clearly. She is patient, supportive and takes the time to answer questions thoughtfully. A very positive experience!
Joanna Milligan
06:24 03 Apr 24
Every now and then you meet a professional, who was highly recommended to us, that established trust and clarity in one phone call. That person is Cara Graham. She outlined over the phone, then followed up with a detailed email, of how to make the most of our first session to establish a successful path going forward. Our meeting with her was life changing and I highly recommend her to anyone who wants to take control of their financial future with a highly knowledgeable and caring professional. Thank you so very much Cara!
Amy Mayer
01:50 29 Mar 24
I would highly recommend TWD. The team of highly skilled financial advisors are responsive, evidence-based and current in their approaches and advice. Investment advice is underpinned by an investment committee who stay on top of global and local trends and performance. TWD are a great choice to help on any journey to being in the best possible finalcial position.
Campbell Haslam
05:00 25 Mar 24
We have been with TWD for nearly 20 years, initially meeting Troy as the business started. Over that time Troy's, and the subsequent advisors, advice has been fantastic and wonderfully tailored to our family circumstances. As TWD have grown they have not lost their personable approach but have added more strings to their financial planning bow. We couldn't be happier with the support provided and look forward to many more years of working together.
John Hodge
01:26 20 Mar 24
I had Dawn speak at the CPA Australia International Women's Day Breakfast 2024 and she was nothing short of phenomenal. Dawn is passionate and speaks from the heart in a way the really engages an audience. Her insights on empowering the next generation and the challenges women face were eye opening. Could not speak highly enough of Dawn. Thank you for being a part of this very special event.
Yongxian Tan
12:37 19 Mar 24
I had the honour of having Dawn as a guest lecturer for my students. She illuminated key issues in financial planning with her real-world experience. The students were captivated by her lecture. I was impressed by the dynamic interaction within the classroom. Thank you, Dawn, for contributing to the education of the next generation of financial advisors.
Garry Tysoe
02:40 12 Feb 24
My wife and I have been with TWD since our retirement and have found all those we have had dealings with to be professional and friendly. They make us feel welcome and take the time to explain what we see as complex processes to make it easy to understand and follow. Great team.
Jenny Palumbo
07:50 05 Feb 24
Can recommend the professional services provided by Wealth Designers. I have dealt with David Hatton for many years and are very satisfied with the help and advice I receive.
Tina Harris
09:51 21 Dec 23
I'm very happy having David as my financial consultant. He is considerate and very aware of my needs. He's done a great job for me and relieved me of a lot of stress.
brian clements
04:41 10 Nov 23
Dawn is very knowledgeable and very helpful and friendly.She has our interests at heart and has made excellent decisions for our finances. We would have no hesitation in recommending Dawn as a Financial Advisor.
Keith Weston
14:50 20 Oct 23
David Hatton has been our finically advisor for years.David is an amazing fun guy, not a stuffy financial bore….. he is always very professional, his advice has always been given in a way which is very clear, concise and to the point. Very simple for the everyday person to understand.We always thought we would retire with a mortgage, David saved us from that fate.We have trusted David from our first meeting. Wefeel you have to have a good relationship with a your financial advisor, similar to your GP, you need to trust what they advise.We have built up a relationshipwith David over the years. we told him our goals originally and over the years, he has well exceeded making our goals achievable. Thank you David
Tracey Keating
04:55 16 Oct 23
Dawn and her team at TWD have been Fantastic from the start. I lost my husband in July, so TWD stepped in and covered all my financial requirements to help take the stress away in a horrible time with claims through super and life insurance companies. I would never have been able to do it in a short period of time and get the great result like Dawn and her team. Thanks guys.
Song Siwen
07:30 03 Oct 23
I had the privilege of inviting Dawn from TWD as a guest lecturer for my students, and her session exceeded all expectations. Dawn's ability to simplify complex financial concepts was impressive, and her passion for nurturing the next generation of financial planners was evident. She engaged our students, offered real-world insights, and provided valuable career guidance. Thank you, Dawn, for your exceptional dedication to our students' success.
Michelle Tsokos
18:45 01 Oct 23
Robin Sandover has been my Financial Advisor for over a year. He has always provided outstanding professional and personal service.I have had multiple successful Insurance Claims with Robin where his knowledge, expertise, and understanding of the Insurance company requirements made the process smoother and stress free.Robin is a wonderful advisor and person who I would highly recommend. I look forward to continuing to work with Robin in the future.
Marija Danicic
11:56 26 Sep 23
Dawn Thomas was an incredible guest speaker at our Murdoch University leadership learning experience. She produced a very engaging and inspirational presentation on leadership in the workplace, which drove my future passion even more. I had the privilege to talk to her during and after the session, she was very kind and approachable.
Helen Lamera
11:46 07 Sep 23
Dawn is an amazing advisor. I have so much faith in everything she says and Dawn makes it very easy to understand what our future holds. Thank you Dawn for everything you do
Brian Culver
05:13 18 Jul 23
Today we had a meeting with Dawn Thomas of The Wealth Designers. We highly recommend Dawn for advice on retirement and which way to go to achieve the best value for money with investments and Centrelink opportunities.
Maggie Lowe
07:36 22 Mar 23
Dave has been looking after me since covid. So impressed by his professionalism and amazing manner. Always knows best for my situations. Love the relationship we have created, look forward to the future. Just overall a great guy, highly recommend.
Jade Rose
01:50 17 Nov 22
My partner and I cannot thank Cara and Robin enough for all their efforts in helping us achieve our goals. Their detail and the precison put in to our plan makes it really easy to follow. They have been really clear with their communication and in ensuring we understand what has been put in place.They have both been so friendly and have catered to our every need, and have been very encouraging throughout the whole process.Thank you for all your hard work and for giving us peace of mind. 😃
Ben Keenan
04:27 16 Nov 22
The Wealth Designers are fantastic through the whole financial planning process.My partner and I were helped by Robin and Cara who are both friendly, knowledgeable and supportive. They helped my partner and I to clearly define our goals and set the checkpoints for achieving a number of small and large financial objectives within the next decade.After the initial consultation process, we dealt mostly with Robin as Cara took maternity leave.Robin is a pleasure to work with and he is always happy to explain complex ideas and strategies to ensure that we fully understand our path.Thank you, Robin and Cara, for your help and guidance.
Andrew Lane
23:53 14 Oct 22
In the time I have known Dawn Thomas, I have found her to be highly intelligent, unique, approachable, and courteous.In my opinion, Dawn is the gold standard in serving and delivering promises to her clients. She is a beacon to her clients and a shining light in our profession.Someone who deeply cares for her family. A genuine person who supports her peers in a very challenging arena.I highly recommend Dawn to anyone who values professional Financial Advice with a uniquely human touch!
Aspire Planning
02:16 13 Oct 22
Dawn Thomas is the epitome of the modern day Financial Adviser. I am a Financial Adviser myself and have interviewed Dawn a few times now on my podcast. Each time I have been extremely impressed with Dawn's passion for her clients. Dawn is a super intelligent person and that is combined with her generous warmth and empathy. I would recommend Dawn to anybody in a heartbeat.
Grace Mugabe
05:31 12 Oct 22
Dawn is a knowledgable financial advisor who knows how to speak to her clients in a manner that they can relate to. She is an engaging workshop presenter who is passionate about teaching women particularly about taking charge of their superannuation. Thanks, Dawn! Looking forward to working with you again.
xander treuren
02:11 11 Oct 22
Dawn Thomas a senior adviser at TWD has been involved with numerous career development workshops and activities at Murdoch University where she was able to challenge our students to think critically and look at their personal style of leadership. She talks with great enthusiasm about financial strategies and her role as a change maker in the industry. Our students' feedback was that Dawn made them think differently about their own future career development and their place in the world of work.
Mitchell Sherston
07:59 28 Jul 22
My wife and I worked with Cara for TWD for a 12M period. Cara is always very professional yet very kind and understanding of our personal situation. She has been accommodating with meeting dates/times/methods and has always been happy to work through our questions and concerns. Cara spends time in making sure that we understand everything that she has worked on for us and has recommended for us. Thank you, Cara.
Sarah Armstrong
13:51 05 Jun 22
I've loved working with Cara, its been such an eye-opening, supportive and educating experience!
Steve 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 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 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 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 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 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.
Nicki Eastman
12:18 28 Apr 21
We have been clients of TWD for at least 7 years now. Troy's genuine, friendly and professional approach has always put me at ease with all our financial decisions. Troy (& the TWD teams) advice has helped us build a plan and work towards achieving our financial goals. Can't recommend them highly enough.
rowena barrett
03:36 20 Apr 21
As a TWD client for 7 years, I have always been, and remain, impressed by Troy's concern for me and the ways he can unlock my financial future to meet my goals. The TWD focus on the individual as a human, was what attracted me to TWD, and this has been evident throughout our meetings over the years whether they are in person or online. TWD always delivers a highly professional service.
Justin 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 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.
Michael Hogg
10:07 17 Feb 21
I've been a client for the past 8 years with TWD. I would highly recommend this firm and Troy to anyone seeking professional advice from a highly moral and honest business.It has been during the more challenging times that I feel TWD and Troy have shone. During these times they have put me first and taken actions that hurt their fees taken but was good for me as a client. They have been proactive in both good and changing times.I don't believe there is any higher praise than providing good returns and putting me before their own short term needs.
christos Tsokos
01:15 26 Oct 20
Troy and the team at TWD have been amazing in helping me achieve my financial goals over the 10+ years I have worked with them. I have felt confident in the decisions I’ve made knowing that I am supported by such a great firm. I have been through some tough times over the last few years and knowing that Troy is always there to share his knowledge and advice, as well as friendship, has provided comfort and security to myself and my family. I highly recommend Troy and the team at TWD.