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.

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.

Financial Planner Brisbane

Our Services

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:

0 %
Feel More Financially Secure
0 %
Comfortable Spending More in Retirement
0 %
Greater Confidence of Longevity of Retirement Assets

Data from Financial Advice Association of Australia 2022

18 Years of Combined Experience

2 Company Partners

Our Team

Troy & Jess

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.

What Our Happy Clients Say

Brooke Heyne
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Troy and Jess provided us with valuable guidance and support to get our finances in order. We were thoroughly impressed with the level of detail and consideration that went into creating our financial plan along with the time taken by the Willow Wealth team in explaining each component to us in a way that was transparent and easy to understand. We are relieved to have found such a wonderful firm and have a solid plan in place for our future.
Claudia Kehoe
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Feeling excited about my future after working with Willow Wealth. Troy was really attentive in listening to my needs, helped me come up with some clear goals and worked with me to develop a holistic, realistic and achievable financial plan. Extremely professional and personable. Thank you Troy!
Matt O'Don
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Jess and Troy helped my partner and myself to sort out our finances, we truly do value the time they took (and continue) to educate us allowing us to fully understand their advice. I cannot recommend WWP enough! Simply 5 stars.
Shane Cutts
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It was clear through my dealings with Jess and Troyden that they truly cared about creating a manageable and customised financial plan for my future. I feel that I am genuinely on track to reach my financial goals and look forward to working with them for a long time to come.
Trav C
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Excellent service, expertise and guidance from Jess & Troy. Highly recommend if you’re looking to take control of your finances and feel supported every step of the way.
Andrea Cupitt
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I couldn’t recommend Willow Wealth Partners highly enough, Troy was able to make several changes which made some significant tax and super fee savings.
Mel Foxwell
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Willow Wealth Partners were absolutely wonderful to deal with . I would not hesitate to recommend them to anyone looking for financial advice .
Joanna Kim
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