Tailored financial advice
Brisbane
We help Brisbane business owners and self-funded retirees plan, protect, and enjoy what they’ve built.
- A clear retirement plan
- Wealth that lasts
- Less tax, smartly structured
- Investments that work for you
Tailored financial advice for Brisbane business owners and self-funded retirees
You’ve spent decades building something – a business, a career, the kind of life that took grit to create. The questions change as you near retirement. It stops being “how do I grow this?” and becomes “how do I protect what I’ve built, step away on my terms, and not lose half of it to tax?”
Common questions we hear from clients:
✓ When can I actually afford to step back from the business?
✓ How do I extract value from the business without a tax hit?
✓ Is my super and SMSF set up the right way for what’s coming?
✓ Will my family be looked after if something happens to me?
✓ Do I have an estate plan that actually works?
At Willow Wealth Partners, we sit on your side of the table. That means honest advice in plain English, with all fees agreed and disclosed before any work begins.
✓ A clear retirement roadmap, with the numbers and timing spelled out
✓ Tax-smart structures that keep more of your wealth working for you
✓ Transparent fees, disclosed before any work begins
✓ Regular reviews, so the plan flexes as your life does
Why Brisbane business owners choose Willow
A plan built around you
Your strategy fits your business, your family, and your life - never a template or a product push.
Reviewed as life changes
Markets shift, legislation changes, life happens. We revisit your plan regularly so it keeps working in the real world.
Confidence, not second-guessing
A clear plan you can stop worrying about - so you can focus on what you've built and what's next.
Transparent about how we're paid
Advice fees agreed upfront, and any insurance commissions disclosed in writing. No surprises, ever.
Trusted by Brisbane business owners and families
Benefits We Provide
- Personalised Financial Plans
- Comprehensive Wealth Management
- Regular Financial Reviews
- Risk Management
- Tax Optimisation
- Retirement Planning
- Transparent Fee Structure
- Unbiased Advice
- Dedicated Support
Benefits We Provide
- Personalised Financial Plans
- Comprehensive Wealth Management
- Regular Financial Reviews
- Risk Management
- Tax Optimisation
- Retirement Planning
- Transparent Fee Structure
- Unbiased Advice
- Dedicated Support
Our Services
We build your comprehensive roadmap for retirement.
We use your surplus cash to maximise your wealth.
We provide advice on what investments to buy and which structure would provide the most benefits.
We review your existing superannuation funds and provide recommendations on what superannuation fund may help you achieve your goals.
Secure your family’s future with our Wealth Protection services. We assess your unique situation to recommend insurance coverage that shields your family from potential financial hardships. With our expertise, you can rest assured that you and your loved ones are prepared for life’s uncertainties.
Ensure your wealth is protected and passed on according to your wishes, giving you peace of mind that your loved ones will be financially secure.
Maximise your wealth by minimising your tax burden. Our team designs strategies to help you keep more of your hard-earned money, enhancing your overall financial position.
We’re happy to collaborate with your preferred professionals or connect you with trusted experts from our network.
Meet Our Expert Team
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
What is a Financial Planner?
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.
What Happens If I don't Need Financial Advice?
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.
Can Willow Wealth Partners help with Tax?
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.
Can I pay advice Fees using my super?
In many cases, you can use your superannuation to partially cover advice fees when our guidance relates to your superannuation plan.
How much do you charge for financial advice?
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.
How Often Should I Review My Financial Plan?
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.
How Can Willow Wealth Partners Help with Retirement Planning?
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.
What Is a Self-Managed Super Fund (SMSF), and Should I Have One?
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.