BRISBANE BASED · AUSTRALIA WIDE
Financial advice in Brisbane and online.
Meet our team in Brisbane, or talk with us online or by phone from elsewhere in Australia. We help you make sense of your finances, wherever life takes you.
Book a complimentary 30 minute meetingA first conversation about your goals, your questions and how we can help.
HOW WE MEET
One team. A flexible way to meet.
Our office is in Newstead, Brisbane. For clients further afield, online meetings and phone consultations make it easier to work with the same Willow team.
BRISBANE · IN PERSON
Visit us in Newstead
Lobby 1, Level 2, 76 Skyring Terrace
Newstead QLD 4006
Get in touch to arrange an in-person meeting at our Brisbane office.
AUSTRALIA WIDE · ONLINE OR PHONE
Connect from where you are
You do not need to live near our office to start a conversation. We work with clients across Australia through online meetings and phone consultations.
Talk with our team →MEETING ONLINE
Explore our Queensland service areas.
Explore the areas we support across Queensland. The locations below are served virtually, with online or phone meetings through our Brisbane-based team.
Elsewhere in Australia? Contact our team to discuss meeting online or by phone.
THE PEOPLE BEHIND YOUR ADVICE
Get to know Troy and Jess.
Whether you meet us in person or online, you work with the same Brisbane-based team. We take the time to understand what matters to you and explain the next steps clearly.
FINANCIAL ADVISER & PARTNER
Troyden Ratcliffe
Troy is a Financial Adviser and Partner. He has worked in financial advice since 2015 and holds a Master of Financial Planning and a Bachelor of Commerce, majoring in Accounting and Financial Planning.
More about Troy →HEAD OF ADVICE OPERATIONS & PARTNER
Jess Last
Jess is Head of Advice Operations and Partner. She has worked in financial planning since 2015 and holds a Graduate Diploma of Financial Planning. Her experience spans client service, practice management, advice operations and paraplanning.
More about Jess →START WITH A CONVERSATION
Start with a conversation.
Tell us where you are and what you are thinking through. A complimentary 30 minute meeting is a chance to ask questions and explore whether Willow may be a good fit.
Lobby 1, Level 2, 76 Skyring Terrace
Newstead QLD 4006
Willow Wealth Partners Pty Ltd (ABN 57 666 182 556) is a Corporate Authorised Representative of Cobalt Advisers Pty Ltd (ABN 64 628 654 099), Australian Financial Services Licence 512550.
Important Information
Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.
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