Client Success Stories

 
 
 
  EXCELLENT  
    
 Based on 21 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Kerri Wise 
 
06/09/2024
 
 
 Trustindex 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!
  
 
  
 
 
 
  
 
 
 Rita Kontos 
 
05/09/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Troy and Jess from Willow Wealth guided us to a smooth transition to retirement. Very knowledgeable in all aspects of finance, including, SMSF, investments, pensions. We are very grateful to have found such a competent team. Thanks so much guys.
  
 
  
 
 
 
  
 
 
 Beth McKenna 
 
23/08/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Helped me to feel educated and empowered about my finances - highly recommend!
  
 
  
 
 
 
  
 
 
 Marg Neeland 
 
22/08/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
We contacted Willow Finance as a complete unknown, just from a google search. What a lucky choice it was. My husband & my super funds will now be working much more efficiently for us, using strategies that only clever people know.
Troy & Jess are also pleasant & friendly to deal with. They explain things so we can understand. Thank you Troy & Jess. Here’s to a financially secure future.
  
 
  
 
 
 
  
 
 
 Leif R 
 
20/08/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Troyden is a very knowledgeable financial planner. I highly recommend him and the team at Willow Wealth Partners.
  
 
  
 
 
 
  
 
 
 Shari Bauer 
 
13/08/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
We had been thinking of needing a financial planner as we were getting closer to retirement age and we received a recommendation to talk to Troy. Speaking with Troy and Jess we felt comfortable with there level of knowledge, manner and caring attitudes. Our portfolio was not constructed well but Troy made a plan to reorganise it which we are more than happy with. We are very comfortable in our decision to have joined Troy & Jess as they go out of there way to help us. We look forward to a long and happy partnership with there professional guidance. We would recommend to anyone needing financial advice to talk Troy & Jess.
  
 
  
 
 
 
  
 
 
 Cavell Cooper 
 
04/07/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Troy and the team are nothing short of incredible.

From the first phone call you’ll understand Troy & Jess aren’t your standard financial planners. Detailed, personalised and approachable are the traits you’ll see straight away.

Thanks for taking the time to explain the process and products
  
 
  
 
 
 
  
 
 
 Tayla Robertson 
 
30/04/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Troy and Jess at Willow Wealth have completely transformed our financial prospects with their advice, planning and education. They have been committed to finding the best solutions to suit our lifestyle and future goals while maximising our fiscal potential and securing our assets for future generations. On top of being experts in their field, they have gone to great ends to make us feel like valued clients and part of a trusted partnership. It brings me great comfort to know that our finances and assets are in good hands. I'd absolutely recommend Willow Wealth partners.
  
 
  
 
 
 
  
 
 
 Tom Bellinger 
 
25/03/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Troy and Jess helped setup a plan for our future, offering professional and realistic advice with no pressure. Looking forward to continue working with Willow Wealth moving forward.