The Wealth Designers (TWD)

I'm very happy having David as my financial consultant. He is considerate and very aware of my needs. He's done a great job for me and relieved me of a lot of stress.

Dawn is very knowledgeable and very helpful and friendly. She has our interests at heart and has made excellent decisions for our finances. We would have no hesitation in recommending Dawn as a Financial Advisor.

Dave has been looking after me since covid. So impressed by his professionalism and amazing manner. Always knows best for my situations. Love the relationship we have created, look forward to the future. Just overall a great guy, highly recommend.

The Wealth Designers are fantastic through the whole financial planning process.
My partner and I were helped by Robin and Cara who are both friendly, knowledgeable and supportive. They helped my partner and I to clearly define our goals and set the checkpoints for achieving a number of small and large financial objectives within the next decade.
After the initial consultation process, we dealt mostly with Robin as Cara took maternity leave.
Robin is a pleasure to work with and he is always happy to explain complex ideas and strategies to ensure that we fully understand our path.
Thank you, Robin and Cara, for your help and guidance.

Dawn Thomas a senior adviser at TWD has been involved with numerous career development workshops and activities at Murdoch University where she was able to challenge our students to think critically and look at their personal style of leadership. She talks with great enthusiasm about financial strategies and her role as a change maker in the industry. Our students' feedback was that Dawn made them think differently about their own future career development and their place in the world of work.

My partner and I cannot thank Cara and Robin enough for all their efforts in helping us achieve our goals. Their detail and the precison put in to our plan makes it really easy to follow. They have been really clear with their communication and in ensuring we understand what has been put in place.
They have both been so friendly and have catered to our every need, and have been very encouraging throughout the whole process.
Thank you for all your hard work and for giving us peace of mind.

In the time I have known Dawn Thomas, I have found her to be highly intelligent, unique, approachable, and courteous.

In my opinion, Dawn is the gold standard in serving and delivering promises to her clients. She is a beacon to her clients and a shining light in our profession.

Someone who deeply cares for her family. A genuine person who supports her peers in a very challenging arena.

I highly recommend Dawn to anyone who values professional Financial Advice with a uniquely human touch!

Dawn is a knowledgable financial advisor who knows how to speak to her clients in a manner that they can relate to. She is an engaging workshop presenter who is passionate about teaching women particularly about taking charge of their superannuation. Thanks, Dawn! Looking forward to working with you again.

Dawn Thomas is the epitome of the modern day Financial Adviser. I am a Financial Adviser myself and have interviewed Dawn a few times now on my podcast. Each time I have been extremely impressed with Dawn's passion for her clients. Dawn is a super intelligent person and that is combined with her generous warmth and empathy. I would recommend Dawn to anybody in a heartbeat.

Booked a call with Kiran Kaur and no one responded to the scheduled meeting.
Waited two weeks to have this meeting.
Not professional at all.cannot trust this type of consultants.

My wife and I worked with Cara for TWD for a 12M period. Cara is always very professional yet very kind and understanding of our personal situation. She has been accommodating with meeting dates/times/methods and has always been happy to work through our questions and concerns. Cara spends time in making sure that we understand everything that she has worked on for us and has recommended for us. Thank you, Cara.

I've loved working with Cara, its been such an eye-opening, supportive and educating experience!

We’ve been with TWD for 2+ years now. Cara and Angelko are fantastic and have helped put a financial plan in place for us. They have been exceptionally friendly and responsive from day 1. I would highly recommend their services.

Since the start of the year, I've been using TWD to look over my finances and investment strategies. Cara Graham completed a comprehensive assessment of my financial needs and goals. She made a clear step by step plan on how we could implement all the advice.

I found TWD and Cara's services invaluable as they saved days of my own time reviewing insurance documents, investment options, etc, while providing me with the confidence that an expert has reviewed all the options to meet my goals.

In the short time that I have engaged Troy as my financial adviser I have found him to be friendly and accommodating. Troy has an easy going manner which belies his very professional approach to the job. His advice has been meaningful and pertinent; and always with me as the beneficiary. I would certainly recommend Troy and his team if you are seeking a financial adviser that you can trust and rely upon.

Excellent service over the years and nothing was too much trouble. Everything was explained to me in layman's terms. The service and advice I was given was fantastic and would recommend them to anyone who wants good value for money

TWD has always provided me with a professional service, inspiring confidence that I was receiving safe and individualized advice.

Great personal service provided by David, kept up to date on all aspects of our Super Investment.

We have used TWD for our financial planning for nearly 10 years. We have found TWD to be very professional and prompt in our dealings with them.
They have certainly assisted us take the emotion out of investment and planning decisions.

We have known Troy MacMillan for twenty years and have been a personal customer for 19 years when he set up his own business. We have always been satisfied and happy with the advice we have received.