Client Success Stories
See how Financial Advice can better your position
client success story 1
Client Success Stories Our Client Age: 45 & 34 Combined Income: $240,000 pa Cash: $600,000 Super: $450,000 Their Goals To
What Our Clients Say
EXCELLENT Based on 28 reviews Danielle Murray31/10/2024Trustindex verifies that the original source of the review is Google. I cannot recommend Willow Wealth Partners highly enough! Troy and Jess have been instrumental in helping me and my business navigate the complexities of financial planning. From organising a Self-Managed Super Fund and assisting with a Commercial Property Purchase, to ensuring I have adequate, cost-effective personal insurances and optimising tax, their expertise has been invaluable. I'd be lost without their help! They really went above and beyond to ensure I was well-informed and confident in my decisions. Legends! 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! :) Grace Dakin11/09/2024Trustindex verifies that the original source of the review is Google. I could not recommend Willow Wealth Partners more. I have worked with Troyden and Jess previously, but recently required urgent estate planning before I left the country for the foreseeable future. I contacted them, and they were able to prepare everything for me so quickly, taking a massive stress off my plate. I will absolutely be continuing to use Willow Wealth Partners in the future. I have also referred friends and family to Willow Wealth, and they have all reported great experiences. Amy Basson11/09/2024Trustindex verifies that the original source of the review is Google. My husband and I have had an exceptional experience with Willow Wealth Partners. Their expertise in financial planning has been invaluable and I would highly recommend to anyone seeking knowledgeable and trustworthy financial advice to contact Willow Wealth Partners. Troy and Jess took the time to understand our financial goals and have provided tailored advice. Thanks so much guys!! Leisa Dakin09/09/2024Trustindex verifies that the original source of the review is Google. Thank you Willow Wealth for sorting out my Estate Planning. Everything was easy! certainly has given me peace of mind having it in place. Samuel Poncini09/09/2024Trustindex verifies that the original source of the review is Google. Excellent service. Kerri Wise06/09/2024Trustindex verifies that the original source of the review is Google. Troy has been a pleasure to deal with. He sorted out our insurances for us very well - he explained things in simple terms, did all the background work, and got the job done!