A team dedicated to your future
Our expert team is committed to guiding you through challenges and help you to seize the big opportunities that are going to have the biggest impact on your finances.
We optimise your financial situation to help you reach your goals faster and enjoy financial life on your terms.
As part of our process, we invest time and effort to get to know you. We continuously stay informed about your financial position, assets, and liabilities. Our goal is to understand who you are and what drives and motivates you. From there, we formulate a plan that you can truly embrace as your own.
The financial advice industry often lacks the leadership and authority to provide honest guidance when financial decisions might work against you. We are committed to telling you when certain moves could harm your financial future, while still giving you full control. You steer, but we navigate proactively.
Our goal isn’t just to help you make more money. We ask, “What do you want your wealth to facilitate?” Whether it’s preparing for an early retirement or buying your dream home, we help clarify your destination and carve the best path forward.
Our Investment Pillars act as a ‘true north’ and govern our approach to investing the funds of our members.
Our mission is to empower Australians to make confident, informed financial decisions by delivering advice that is personalised, transparent, and forward‑thinking.
We are dedicated to guiding our clients through every stage of life — from building wealth and protecting assets to planning for retirement and beyond. By combining technical expertise with genuine care, we create strategies that are not only financially sound but also aligned with each client’s values and aspirations.
Through integrity, collaboration, and innovation, we aim to provide clarity in a complex world and peace of mind in every financial journey.
Our vision is to be Sydney’s most trusted and respected wealth advisory firm — recognised for our unwavering commitment to excellence, integrity, and innovation.
We aspire to build enduring relationships founded on trust and genuine connection, guiding our clients through every stage of their financial journey. By delivering clarity, confidence, and peace of mind, we empower individuals and families to make informed decisions and achieve the lifestyle they’ve worked hard for.
At Wealth Designers Advisory, our values guide every decision we make and every relationship we build. They reflect not only who we are, but the standard of service our clients can expect.
Integrity
We uphold the highest standards of honesty, transparency, and professionalism in every interaction. Trust is the foundation of our client relationships.
Client‑Centric
Your goals are our priority. We take the time to understand what matters most to you and tailor strategies that align with your vision for the future.
Excellence
We are committed to delivering advice of the highest quality. By continually refining our knowledge and staying ahead of industry trends, we ensure our clients receive the very best.
Collaboration
We believe the best outcomes are achieved together. We work as a team — both within our firm and alongside our clients — to create strategies that are practical, effective, and enduring.
Innovation
We embrace new ideas, tools, and technologies that enhance the advice experience. By combining proven strategies with innovative solutions, we deliver advice that is both forward‑thinking and reliable.
It has been our absolute pleasure to have Troy as our financial advisor for approximately 11 years now. Troy has consistently demonstrated diligence, professionalism, and a wealth of financial knowledge, expertise, and advice. He is personable, friendly, and extremely easy to work with in all aspects of our financial portfolio.
We could not recommend Troy more highly to anyone in need of an expert financial advisor. He is not only a true professional but also a gentleman whom we regard as both our advisor and our friend.
Working with Troy has been a game-changer for my financial future. His expertise and personalized approach made me feel confident and secure in my financial decisions. Troy took the time to understand my goals and crafted a comprehensive plan that aligns perfectly with my needs. I highly recommend Troy to anyone looking for a trustworthy and knowledgeable financial planner.
Troy I would like to express my sincere thanks for your professionalism and detailed knowledge of all thing’s money management, and I am deeply appreciative of your ongoing support and level-headed approach. It is very refreshing in business to have complete faith in all you do and say, and in your ability to present the facts in an unbiased way.
We understand that every client has unique financial goals and circumstances. Our team crafts bespoke wealth strategies that align with your specific needs, ensuring a personalized approach to financial growth and security.
We take a comprehensive view of your financial situation, integrating all aspects of your financial life. From retirement planning to tax optimization and estate planning, we ensure every piece of your financial puzzle fits perfectly together.
Our proactive approach to investment management means we continuously monitor and adjust your portfolio to respond to market changes and opportunities. This dynamic strategy helps maximize returns and minimize risks, keeping your investments on track towards your goals.
We are dedicated to helping you achieve your financial aspirations with confidence and clarity. Our comprehensive suite of services is designed to cater to your unique financial needs and goals.
Wealth Designers Advisory provides comprehensive financial planning services, including retirement planning, investment management, tax planning, estate planning, risk management and Private Wealth offering for our HNW clients with investable assets of 3 million+. Our goal is to help clients achieve their financial objectives through personalized smart financial planning strategies.
Our clients range from individuals and families to business owners and professionals. We cater to anyone seeking expert guidance in managing their finances and planning for the future.
To get started, you can schedule an initial consultation with one of our advisors. During this 45 min no pressure consultation meeting, we will discuss your financial goals, current situation, and how we can assist you in achieving your objectives. This can be done via ZOOM-TEAMS or at our Office. The is no cost to you at the initial meeting or obligation to proceed with our services.
We take a holistic approach to financial planning, considering all aspects of your financial life. Our process involves understanding your goals, analysing your current financial situation, developing a tailored plan, and providing ongoing support to ensure you stay on track.
Planning for the future isn’t easy and it can be hard to know where to start. That’s why we offer a first consultation at absolutely no charge.
Our payment plans consist of three stages.
We pride ourselves on our personalized approach, experienced team, and commitment to our clients’ success. Our advisors are dedicated to building long-term relationships and providing
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