We believe that advice means more than helping you decide on investments, structures, cash flows, risk management or alternative approaches. These matter, of course, but they are ineffective without equal understanding and respect for your unique identity, frustrations and hopes for a better life.
Less stress and fewer surprises. When it’s clear that your adviser has your best interests at heart, with the expertise to back it up, it’s easy to relax.
Our advisory firm earns respect through openness, transparency and accountability; the cornerstones of any successful business relationship.
Oh, and we’re also one of Australia’s most awarded advice practices.
“Life is there to be lived, milestones are there to be celebrated and family always comes first.” – Troy MacMillan, TWD Australia Chief Executive
Finalist for FPA Value of Advice Awards
AFA Australian Adviser of the Year
Chosen as the Best Practice Australia Winner
FPA Best Practice Award as a CFP Professional Firm
Client Management Finalist of the Asset Innovation Awards
Telstra Small Business Award WA Winner
Meet the rest of your team
TWD Invest Team
Senior Investment Manager
Director of Operations and Support
Han Ngoc Pham (Hannah)
Most Trusted Advisers
Certainty Advice Group
Certified Financial Planner
Self-managed super fund specialist advisor