Tailored Financial Advice in Brisbane
For High-Income Professionals, Business Owners, and Self-Funded Retirees

Helping High-Income Professionals, Business Owners, and Self-Funded Retirees Maximise and Protect Their Wealth

Secure Your Financial Future with Expert Guidance

Are you a high-income earner or a self-funded retiree uncertain about your financial future?

Many high-income earners and self-funded retirees reach a crossroads, unsure of the next steps in their financial journey. Common frustrations include:

  • Feeling stuck and uncertain about financial progress
  • Not knowing the optimal time to retire
  • Lacking clear strategies for building and protecting wealth

At Willow Wealth Partners, we specialise in providing tailored financial advice to help you overcome these challenges. Our expert advisers work closely with you to:

  • Develop personalised strategies to grow and protect your wealth
  • Offer clear, step-by-step guidance for your financial future
  • Provide peace of mind as you make informed decisions about retirement and beyond

Personalised Financial Advice

Tailored advice that aligns with your unique financial goals and circumstances.

Proactive Planning

Regular reviews and adjustments to your financial plan to ensure it remains aligned with your goals.

Peace Of Mind

Confidence in knowing you have a clear plan for your financial future.

Transparency

We value transparency and honesty above all else. With no affiliations to financial institutions or products, you can trust that our advice is unbiased. We are upfront about all fees, ensuring you can make informed decisions without any surprises.

What Our Happy Clients Say

Practice of the Year Award 2024

Benefits We Provide

Benefits We Provide

Our Services

We tailor our services to what you require.

Retirement Planning

We build your comprehensive roadmap for retirement.

Cashflow & Debt Management

We use your surplus cash to maximise your wealth.

Investment Advice and Structure

We provide advice on what investments to buy and which structure would provide the most benefits.

Superannuation and SMSFs

We review your existing superannuation funds and provide recommendations on what superannuation fund may help you achieve your goals.

Wealth Protection

We ensure that you have insurances in place to support your family.

Tax Planning

We provide tax effective strategies.

Meet Our Expert Team

Troy & Jess

Troyden – Financial Adviser

Troyden brings extensive knowledge and experience to Willow Wealth Partners. With a Master of Financial Planning and a Bachelor of Commerce (majors in Accounting and Financial Planning), he is expertly equipped to help high-income professionals, business owners, and self-funded retirees develop personalised financial plans that align with their unique goals. Troyden’s expertise provides you with the confidence to navigate your financial future successfully.

Jess – Practice Manager

Jess is passionate about financial planning and brings a strong industry background to Willow Wealth Partners. She holds an Advanced Diploma of Financial Planning and is currently completing her Graduate Diploma. With her dedication and knowledge, Jess provides you with exceptional support and guidance throughout your financial journey.

FAQs

Financial Planners help to assess your current position, identify your goals and prepare strategies to improve your position.

We provide advice in Wealth Creation, Retirement Planning, Cashflow & Debt Management, Investment Advice & Structuring, Superannuation, Self-Managed Super Funds, Wealth Protection and Tax Planning.

We only take on clients when we know our advice can add value. If we determine that financial advice isn’t necessary for your situation, we’ll let you know right away.

Yes, as Tax Financial Advisers, we provide tax advice integrated with our financial strategies. However, our services complement rather than replace your accountant’s role.

In many cases, you can use your superannuation to partially cover advice fees when our guidance relates to your superannuation plan.

Our fees are annual and based on the level of work required to help you achieve your financial goals. After assessing your financial position, we’ll provide a personalised proposal outlining our recommended strategies and associated fees. We only work with clients when we know our advice will add measurable value, viewing our service as an investment in your financial success.

We recommend reviewing your financial plan at least once a year or whenever you experience a major life event, like a job change, marriage, or retirement. Regular reviews help ensure your plan stays aligned with your evolving goals and financial situation. At Willow Wealth Partners, we offer ongoing support and adjustments as needed to keep your strategy on track.

Our retirement planning services focus on creating a comprehensive financial roadmap for your future. This includes assessing your superannuation, investments, tax strategies, and desired lifestyle to ensure you have enough funds to retire comfortably. We tailor our advice to your unique situation, helping you make informed decisions about when and how to retire.

A Self-Managed Super Fund (SMSF) is a private superannuation fund that you manage yourself, giving you control over your investment choices. While SMSFs offer flexibility, they also come with responsibilities and require time and expertise. Our team can help you determine if an SMSF is the right choice for your retirement strategy.

Book a 30 Minute Complimentary Consultation