MEET WILLOW · BRISBANE
About Willow Wealth Partners
Financial advice starts with understanding the life behind the numbers. Based in Brisbane, Troy and Jess help business owners, high-income professionals and self-funded retirees make sense of their options and plan their next steps.
Book a complimentary 30 minute meetingA first conversation about your goals, your questions and whether we can help.
OUR APPROACH
A clearer view of your financial life.
Your super, investments, cash flow and family plans are connected. We take time to understand what matters to you, consider the wider picture and explain the choices in plain language. Before personal advice begins, we agree the proposed scope and fees with you.
THE PEOPLE BEHIND YOUR ADVICE
Meet Troy and Jess.
Troy leads the advice conversations. Jess supports the research, coordination and practical steps behind your plan. Together, they bring financial planning knowledge and a considered approach to the details.
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 →THE WIDER WILLOW TEAM
Supporting your experience.
Meet the people who support Troy and Jess behind the scenes.
Alfie
Client Services Manager
Rein
Paraplanner
Core
Paraplanner
Genie
Client Services Administrator
WORKING WITH WILLOW
What you can expect from us.
A useful financial plan starts with the right conversations and a clear understanding of the work ahead.
01
We listen first
We ask about your goals, responsibilities and questions before considering an approach. Your circumstances shape the advice.
02
We explain the choices
We explain the proposed work, fees, reasons and risks, so you can make an informed decision about what happens next.
You decide whether to proceed.
03
We connect the pieces
Where useful, we work alongside your accountant, solicitor and other professionals to coordinate the relevant parts of your plan.
Ongoing reviews can be agreed separately.
START WITH A CONVERSATION
Start with a conversation.
You do not need to have every question worked out before getting in touch. Tell us what you are thinking through, and we can discuss 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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