Who we help
Whether you’re preparing for a self-funded retirement, building wealth, or looking to protect yourself and your assets, we’re here to make it happen. Let us be your guide to a brighter financial future.
Who we are
We are a Brisbane-based Financial Advice firm whose mission is to ensure that our clients are well-prepared for every stage of their lives.
Willow Wealth Partners provides a range of different services which are tailored to each individual client.
The Value of Financial Advice
Financial Advice is more than just strategies to optimise your assets before retirement. Getting advice should help you feel more confident and empowered that you will be able to spend time enjoying your retirement.
People after getting advice:
1 Data from Financial Advice Association of Australia 2022
Troyden, our Financial Adviser, has a wealth of knowledge and experience, holding a Master of Financial Planning and a Bachelor of Commerce majoring in Accounting & Financial Planning. With his expertise, he can help you develop a personalised financial plan that aligns with your unique goals and objectives.
Jess, our Practice Manager, is passionate about financial planning and has a strong background in the industry. She holds an Advanced Diploma of Financial Planning and is currently studying towards her Graduate Diploma of Financial Planning. With her knowledge and commitment, Jess can provide you with exceptional support and guidance throughout your financial journey.