The Wealth Designers
About the Business
Welcome to The Wealth Designers, located in West Perth on Kings Park Road. As an establishment focused on finance, we are here to provide you with the advice and guidance you need to build wealth and live well, both now and in the future.
At The Wealth Designers, we believe that a beautiful life is one where goals are achieved, dreams are realized, and legacies are built. To help you get started on your journey to financial success, all it takes is booking an introductory call with us. This informal phone chat, lasting around 15 minutes, allows us to learn more about your unique situation and determine how we can assist you moving forward. Rest assured, this process is quick and painless.
We want to emphasize that there is absolutely no obligation to proceed further after the introductory call. We only agree to work with clients when we are 100% certain that we can provide them with value and help them achieve their financial goals.
To ensure that we deliver the best investment opportunities to our clients, we have assembled a panel of experts who closely monitor the market from sunrise to evening. Their expertise allows us to present you with smart investment propositions. Meanwhile, our advisors remain focused on building a strong relationship with you, providing personalized service every step of the way.
Our approach to service is inspired by the late Sharl MacMillan, the mother of our founder and CEO, Troy. Sharl was the owner of a thriving record store business in the 80s, which thrived on providing customers with an exceptional experience where they felt seen, heard, and valued. We strive to emulate her commitment to customer satisfaction in everything we do.
At The Wealth Designers, we believe that building wealth goes beyond simply accumulating gold bars. It is about curating a beautiful life, both in the present and for the future. Life is meant to be lived to the fullest, today, tomorrow, and beyond.
In addition to providing financial advice for individuals at various stages of their financial journey, from beginners to those with more complex needs, we also offer a concierge service for those with significant wealth. Whatever your financial situation may be, we are here to assist you in achieving your goals.
Contact us today to schedule your introductory call and let us help you design a wealth plan that will lead to a fulfilling and prosperous life.
Photos
Location & Phone number
40 Kings Park Road, West Perth, Western Australia 6005, 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
"Today we had a meeting with Dawn Thomas of The Wealth Designers. We highly recommend Dawn for advice on retirement and which way to go to achieve the best value for money with investments and Centrelink opportunities."
"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 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."
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