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
- Maximise Your Wealth
- Protect Your Wealth
- Save Tax
- Stress Free
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
EXCELLENT Based on 33 reviews David Gourdie06/02/2025Trustindex verifies that the original source of the review is Google. Troy spent all the time needed to help understand where we are, what we need to live on in retirement and the best way to get there. I've bombarded him with questions at various times and he has patiently answered every one. Our net worth has increased by over 20% in 15 months and we have confidence we are being advised by a team of people that really know their stuff. We understand this level of growth is unlikely to be sustained and there are big gains to be found in the early days, but they found those gains for us. Glad we made the decision to put our trust in Troy and his team and I can't recommend them highly enough. Gillian Bennett06/02/2025Trustindex verifies that the original source of the review is Google. Troyden's is so veto friendly, professional, knowledgeable and helpful. He has helped us with our super and wills. Couldn't recommend him highly enough ❤️ Jack Lewis05/02/2025Trustindex verifies that the original source of the review is Google. Honest, knowledge, professional and supportive. Everything you would want from a financial advisor sahil bhuller03/12/2024Trustindex verifies that the original source of the review is Google. I’ve had an exceptional experience with Willow Wealth! The team (Troy and Jess) are professional, knowledgeable, and genuinely care about helping clients achieve their financial goals. They took the time to understand my unique situation and provided clear, practical advice tailored to my needs. Their communication throughout the process was fantastic—every step was explained thoroughly, and they were always available to answer my questions. I now feel more confident about my financial future, knowing I have a solid plan in place. I highly recommend Willow Wealth to anyone looking for expert financial guidance and support. They’ve truly gone above and beyond! Emma Green06/11/2024Trustindex verifies that the original source of the review is Google. I highly recommend the team at Willow Wealth! Troy & Jess are very personable and professional and have been very open and informative when communicating. They reviewed our current situation and financial goals and created a personal plan for our needs, including establishing an SMSF allowing us to invest tax effectively for our situation. They also reviewed our personal insurances and tailored them to suit our current stage of life and circumstances. Cassie28/10/2024Trustindex verifies that the original source of the review is Google. My husband and I couldn’t speak highly enough of Troyden and the team at Willow Wealth. Troyden is friendly and approachable and takes the time to get to know you as a person first which is so important (even driving all the way from Brissy to the Gold Coast to meet us properly). He took the pressure of us and helped put us on the right path to financial freedom, making us feel secure and relaxed that we have an awesome team in our corner. Troyden knows his stuff and is available to bounce ideas off and ask all the questions, no matter how small. Financially, Troyden helped steer us in the right direction making sure we have our basis covered so we didn’t have to worry about whether we set ourselves up correctly for our family’s future. We can’t thank you enough team and are so grateful! Sarah Henders21/10/2024Trustindex verifies that the original source of the review is Google. I highly recommend Willow Wealth Partners as an exceptional financial advice practice. They have provided me and my partner with comprehensive strategic advice on superannuation, insurance, investment, and tax planning. Jess & Troy’s expertise and personalised approach have significantly improved our financial situation. Whether you’re looking to optimise your superannuation, secure the right insurance, make smart investments, or plan your taxes efficiently, they are the go-to experts. Daniel Jowitt17/09/2024Trustindex verifies that the original source of the review is Google. Troy and Jess go above and beyond - highly recommend!! Readily available and always there to help with both complex and simple matters. Tangible upside with clear communication and access to the latest technologies, enabling smooth and stress free advice. Thanks! :)

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
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

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.