Troyden Ratcliffe

Financial Adviser | Partner

BCom (Acc & FinPlan), MFinPlan & JP (Qual.)

Hi, I’m Troy, a Financial Adviser and Partner at Willow Wealth Partners.

I have been working in the financial advice profession since 2015 and during this time, I have helped numerous clients achieve their financial goals and plan for a better future.

I have a Master of Financial Planning, which is the highest level of education attainable for a Financial Adviser, and a Bachelor of Commerce with majors in Accounting & Financial Planning. I am a Justice of the Peace (Qualified) and a member of the Financial Advice Association of Australia.

I have had the opportunity to work with clients from all walks of life, from young professionals just starting out to retirees looking to preserve and grow their wealth. I take great pride in my ability to tailor my advice to each individual’s unique circumstances and objectives, providing personalised solutions that are both efficient and effective.

My areas of expertise include retirement planning, superannuation strategies, investment management, and wealth protection, among others. I take a holistic approach to financial planning, considering all aspects of my clients’ financial lives and collaborating with other professionals when necessary to ensure a comprehensive and integrated plan.

When working with clients, I prioritise communication and transparency, ensuring that they are informed every step of the way and have a clear understanding of their financial situation and progress towards their goals. I believe this approach not only builds trust with my clients but also leads to better outcomes and a more fulfilling client-advisor relationship.

If you are looking for a knowledgeable and dedicated financial advisor who truly cares about your financial wellbeing, I would love to discuss your needs and goals and help you create a customised plan for your future.