The Wealth Designers

At The Wealth Designers, we pride ourselves on delivering exceptional financial advice, and we know that real expertise comes from specialisation.  We don’t believe in a ‘jack-of-all-trades’ approach, that’s why we created our in-house investment team, TWD Invest. This isn’t just an extra service – it’s a game-changer that allows us to provide you with the kind of specialised advice that really makes a difference.  Here’s what sets us apart: https://lnkd.in/g4EQqxRD

We are pleased to announce that The Wealth Designers CEO Troy MacMillan has been selected as a finalist for the CEO of the Year Banking, Financial Services & Insurance category in The CEO Magazine’s 2024 Executive of the Year Awards! These Awards celebrate individuals who have made significant contributions to their organisations, industries, and the broader Australian business community. We look forward to commemorating Troy's achievement at the awards ceremony this November. Congrats Troy! #ExecutiveAwards #TheWealthDesigners

Thank you Ross for this kind review ⭐⭐⭐⭐⭐

Finding the right Financial Adviser can be a game-changer in your journey to financial empowerment. With our expert guidance, you can confidently navigate your financial future and achieve your goals. Here are our tips on choosing the right financial adviser: https://lnkd.in/giahGnHt #The WealthDesigner #FinancialAdviser #FinancialFuture

Please show your support and vote for Dawn & Cara! https://lnkd.in/ekWPeitY Hi everyone, This week we got some lovely news. Our Principal Wealth Adviser Cara Graham and Senior Wealth Adviser Dawn Thomas have been nominated to become two of the 50 most influential financial advisers in Australia. This is about far more than just making the Financial Standard Power50 shortlist. While this recognition is incredibly rewarding, it doesn’t beat the feeling of helping all Australians to kick their wealth goals and live their best lives, every single day. Having two of our valued team members make this year’s shortlist means a lot to all of us at The Wealth Designers as it means that as a team we have delivered on our mission to help more Aussies Live Well. Of course, making the final list can only be determined by you, so please show your support and throw a vote Cara and Dawn’s way, you can do so here (no pressure of course! We’ll still love you if you don’t). Button: Vote Note [https://lnkd.in/ekWPeitY ] Voting for the FS Power50 shortlist closes on 8 September 2024.

Please show your support and vote for Dawn & Cara! Last week we got some lovely news. Our Principal Wealth Adviser Cara Graham and Senior Wealth Adviser Dawn Thomas CFP®, SSA have been nominated to become two of the 50 most influential financial advisers in Australia. This is about far more than just making the Financial Standard Power50 shortlist. While this recognition is incredibly rewarding, it doesn’t beat the feeling of helping all Australians to kick their wealth goals and live their best lives, every single day. Having two of our valued team members make this year’s shortlist means a lot to all of us at The Wealth Designers as it means that as a team we have delivered on our mission to help more Aussies Live Well. Of course, making the final list can only be determined by you, so please show your support and throw a vote Cara and Dawn’s way, you can do so here (no pressure of course! We’ll still love you if you don’t). Vote Now: https://lnkd.in/ekWPeitY Voting for the FS Power50 shortlist closes on 8 September 2024.

At 𝐓𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐫𝐬 we care about helping people Live Well, now and into the future, including the next generation. So, that’s why we’ve launched 𝐒𝐓𝐀𝐑𝐓 𝐖𝐄𝐋𝐋™. Our mission with this initiative is to bridge this gap and give back to our community by empowering future generations to live well and make informed financial decisions. This program is offered free of charge to the children and grandchildren of our clients and aims to educate young people about wealth creation and building a life with both money and meaning.  𝐑𝐞𝐚𝐝 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐩𝐫𝐨𝐠𝐫𝐚𝐦 𝐡𝐞𝐫𝐞: https://lnkd.in/gVFF_2hD #StartWell #FinancialLiteracy #FinancialAdvice #TheWealthDesigners

Meet the future of 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞, our very own 𝐉𝐨𝐬𝐡 𝐂𝐡𝐚𝐩𝐦𝐚𝐧. Josh is currently undertaking his Professional Year with us at The Wealth Designers. Having recently completed his degree and passed the financial adviser exam, Josh’s Professional Year is a year of supervised work and training as part of his journey to become a fully-fledged financial adviser. Josh has been completing his Professional Year with the support of Stephen Kostarelas, Dawn Thomas and Gavin Hannagan, and we can’t think of any better team to be guiding the next generation of advisers. Wishing Josh the best of luck with his last two semesters! #TheWealthDesigners #JoshChapman #FinancialAdvice

"𝑃𝑟𝑜𝑓𝑒𝑠𝑠𝑖𝑜𝑛𝑎𝑙𝑖𝑠𝑚 𝑎𝑛𝑑 𝑎𝑡𝑡𝑒𝑛𝑡𝑖𝑜𝑛 𝑡𝑜 𝑑𝑒𝑡𝑎𝑖𝑙" Jim kindly left us a review on Google about his experience with our team members Michelle and Luis. We are so proud to receive these kind words, but even more proud of our team who deserve them! ⭐⭐⭐⭐⭐ www.twd.com.au