The Wealth Designers

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!

I've been a client for the past 8 years with TWD. I would highly recommend this firm and Troy to anyone seeking professional advice from a highly moral and honest business.It has been during the more challenging times that I feel TWD and Troy have shone. During these times they have put me first and taken actions that hurt their fees taken but was good for me as a client. They have been proactive in both good and changing times.I don't believe there is any higher praise than providing good returns and putting me before their own short term needs.

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.

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.

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.

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 Helen and I have been with The Wealth Designers for a number of years after being referred by a friend. Our first meeting was with Troy and from the first meeting we were put at ease by Troy's easy going manner. The processes were explained in language that even I can understand. TWD staff are a pleasure to deal with. They are polite and patient. Our reviews are done bi annually and Helen and I are confident that our future financial security is in good hands. Such is our confidence in Troy and TWD that we have no hesitation in referring friends and family.

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.