Your Brisbane Based Financial Advisers
Financial Advice Tailored For You
We firmly believe in educating and supporting our clients throughout their lives. Success is measured differently, as each person’s journey is unique. We provide Strategic Financial Advice to guide you on your personal life journey.
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.
Transparency
We believe in complete transparency, which means we don’t have any affiliations with financial institutions or products. When you work with us, you can trust that we’ll be upfront about all of our fees, so you can make an informed decision without any surprises. We value transparency and honesty above all else.
What we do
We provide tailored, professional advice to help you maximise your future. Our expert team will craft personalised solutions that align seamlessly with your financial objectives. We take pride in delivering comprehensive guidance to help you achieve your goals through a well-structured approach.
Who we work with
Looking towards retirement can be an exciting milestone, but it can also be daunting. We specialise in assisting those in the lead up to retirement, or those who have already retired, with their financial planning needs. Our goal is to provide peace of mind and foster financial stability for our clients, so they can fully enjoy their retirement years. Furthermore, our expertise extends to younger professionals and accumulators looking to begin maximising and protecting wealth from an early stage. We understand the importance of laying the right foundations early on, to ensure a successful financial future.
Why our clients love us
With a focus on education and guidance, we help our clients navigate life’s ups and downs with confidence, ease, and peace of mind. Whether you’re a young professional just starting out, or a seasoned veteran preparing for retirement, we’re here to be your partner every step of the way. Trust us to help you achieve your financial goals, and experience the freedom that comes with a well-managed financial life.
The Value of 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.
Data from Financial Advice Association of Australia 2022
Of People Feel More Financially Secure
Of People Are More Comfortable Spending More In Retirement
Of People Have Greater Confidence Of How Long Their Retirement Assets Will Last
Our Services
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.
Our Team
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.
18 Years of Combined Experience
2 Company Partners
What Our Happy Clients Say
EXCELLENTBased on 21 reviewsTrustindex verifies that the original source of the review is Google.Kerri Wise06/09/2024Troy has been a pleasure to deal with. He sorted out our insurances for us very well - he explained things in simple terms, did all the background work, and got the job done!Trustindex verifies that the original source of the review is Google.Rita Kontos05/09/2024Troy and Jess from Willow Wealth guided us to a smooth transition to retirement. Very knowledgeable in all aspects of finance, including, SMSF, investments, pensions. We are very grateful to have found such a competent team. Thanks so much guys.Trustindex verifies that the original source of the review is Google.Beth McKenna23/08/2024Helped me to feel educated and empowered about my finances - highly recommend!Trustindex verifies that the original source of the review is Google.Marg Neeland22/08/2024We contacted Willow Finance as a complete unknown, just from a google search. What a lucky choice it was. My husband & my super funds will now be working much more efficiently for us, using strategies that only clever people know. Troy & Jess are also pleasant & friendly to deal with. They explain things so we can understand. Thank you Troy & Jess. Here’s to a financially secure future.Trustindex verifies that the original source of the review is Google.Leif R20/08/2024Troyden is a very knowledgeable financial planner. I highly recommend him and the team at Willow Wealth Partners.Trustindex verifies that the original source of the review is Google.Shari Bauer13/08/2024We had been thinking of needing a financial planner as we were getting closer to retirement age and we received a recommendation to talk to Troy. Speaking with Troy and Jess we felt comfortable with there level of knowledge, manner and caring attitudes. Our portfolio was not constructed well but Troy made a plan to reorganise it which we are more than happy with. We are very comfortable in our decision to have joined Troy & Jess as they go out of there way to help us. We look forward to a long and happy partnership with there professional guidance. We would recommend to anyone needing financial advice to talk Troy & Jess.Trustindex verifies that the original source of the review is Google.Cavell Cooper04/07/2024Troy and the team are nothing short of incredible. From the first phone call you’ll understand Troy & Jess aren’t your standard financial planners. Detailed, personalised and approachable are the traits you’ll see straight away. Thanks for taking the time to explain the process and productsTrustindex verifies that the original source of the review is Google.Tayla Robertson30/04/2024Troy and Jess at Willow Wealth have completely transformed our financial prospects with their advice, planning and education. They have been committed to finding the best solutions to suit our lifestyle and future goals while maximising our fiscal potential and securing our assets for future generations. On top of being experts in their field, they have gone to great ends to make us feel like valued clients and part of a trusted partnership. It brings me great comfort to know that our finances and assets are in good hands. I'd absolutely recommend Willow Wealth partners.Trustindex verifies that the original source of the review is Google.Tom Bellinger25/03/2024Troy and Jess helped setup a plan for our future, offering professional and realistic advice with no pressure. Looking forward to continue working with Willow Wealth moving forward.