The Wealth Designers (TWD) 50 Miller Street, North Sydney, New South Wales 2060
About the Business
Welcome to The Wealth Designers (TWD), located at 50 Miller Street in North Sydney, Australia. We are an establishment that specializes in finance and are a point of interest for individuals seeking advice to help them build wealth and live well now and in the future.
At TWD, we believe that a beautiful life is one where goals are achieved, dreams are realized, and legacies are built. To get started on your wealth-building journey, all it takes is booking an intro call with us. This informal phone chat, lasting around 15 minutes, allows us to understand your unique situation and determine how we can assist you moving forward. Rest assured, this initial conversation is quick and painless, and there is absolutely no obligation to proceed further. We only agree to work with you if we are certain that we can deliver value.
To ensure that our clients receive the best investment opportunities and personalized service, we have assembled a panel of experts who closely monitor the market from sunrise to evening. Their insights allow us to deliver smart investment propositions tailored to your needs. Meanwhile, our advisors prioritize building a strong relationship with you, ensuring that your financial goals and aspirations are always at the forefront of our services.
Our approach to wealth building is inspired by the late Sharl MacMillan, the mother of our founder and CEO, Troy. Sharl successfully ran a thriving record store business in the 80s by providing customers with an exceptional experience where they felt seen, heard, and valued. We strive to emulate her customer-centric approach in our interactions with you.
At TWD, we understand that building wealth is not solely about accumulating gold bars. It is about curating a beautiful life, both in the present and for the future. We believe that life is meant to be lived to the fullest, today, tomorrow, and beyond.
In addition to offering financial advice for individuals at all stages of their wealth journey, from beginners to those with more complexities, we also provide a concierge service for individuals with significant wealth. Our comprehensive range of services ensures that we can cater to your unique needs and help you achieve your financial goals.
Join us at The Wealth Designers and let us guide you towards a future of financial prosperity and a beautiful life. Contact us today to book your intro call and take the first step towards realizing your dreams.
Location & Phone number
50 Miller Street, North Sydney, New South Wales 2060, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been working with Michelle Flanagan from TWD for the past 18 months as a financial advisory and estate planning service for my family. It has been a much more productive and beneficial exercise than I ever could have imagined when I entered into this relationship. I have been impressed by the transparency, the professional service and financial advice which has been provided by Michelle and the TWD investment team."
"Michelle Flanagan is an exceptional advisor. She is incredibly knowledgeable and shows genuine care for her clients requirements and individual circumstances. Her follow up is excellent and I feel very comfortable she has my best interests at heart when providing advice. I can't recommend her highly enough."
"We have been client's of Michelle Flanagan from TWD Australia for many years. She is always pleasant , easy to get in contact with, and responsive to our financial planning needs. She comes highly recommended."
"I have known Michelle Flanagan of TWD for many years. Michelle has the rare combination of being a true professional in the financial planning and investment industry whilst obviously deeply caring about her clients. She is your trusted advisor holding your hand while you stumble through the unknown waters of the financial world. I have always been more than happy to refer my own clients to Michelle in the knowledge that they will be well looked after and she has never disappointed."
"I have been working with Michelle Flanagan for the last 15 years and have always found her to be honest, reliable and up to date on all financial planning and insurance matters. I have no hesitation in referring my clients to her and the feedback I get from them after dealing with Michelle has always been positive."
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