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 37 reviews Megan Roberts14/02/2025Trustindex verifies that the original source of the review is Google. Troyden has been amazing to deal with - would have no hesitation in recommending. Gillian Bennett12/02/2025Trustindex verifies that the original source of the review is Google. Troyden's is so very friendly, professional, knowledgeable and helpful. He has helped us with our super and wills. Couldn't recommend him highly enough ❤️ Lucy Ditchburn12/02/2025Trustindex verifies that the original source of the review is Google. Whether you are ready to act or just considering talking to a Financial Planner I highly recommend that you give Willow Wealth a call. Troyden and Jess completely put us at ease from the very first contact. We never felt any pressure or obligation to proceed but their wealth of knowledge and clear communication gave us the confidence to go ahead. We now feel very reassured that our finances are sorted for the future. Blair St. Ledger09/02/2025Trustindex verifies that the original source of the review is Google. Troy and Jess are the best in the business, I could not recommend them higher. The recommendations they provided were pivotal to my financial success! Paul Hillman06/02/2025Trustindex verifies that the original source of the review is Google. The staff at willow are both easy to use and very knowledgeable, they manage both my superannuation and investment moneys . To date they out perform the normal superannuation companies. They give regular updates and are happy explain what they are doing to highlight the growth of you retirement investments 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. 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.