Troy founded The Wealth Designers after becoming frustrated with traditional advice models that prioritised products over client experience. His solution was to build a structure where advisers focus solely on understanding clients’ goals while a dedicated investment team and committee handle portfolio research and strategy.
Level 4, 40 Kings Park Road, West Perth WA 6005
Multi-award-winning Certified Financial Planner® Troy Macmillan created his boutique firm TWD because he wanted to do financial advice differently. Uncomfortable with the traditional approach to financial advice, he was inspired to create change so that he could deliver a greater client experience, where everyone felt seen, heard and valued.
Early in his career, Troy knew it was impossible to wear so many hats and deliver value, so he developed a new advice model to ensure better outcomes for more Australians. In order to be the best adviser possible, Troy knew he had to focus on his clients – their challenges, their complexities, what they valued, what they wanted, what they needed. He created specialised tiers to meet the needs of all Australians, from those starting their wealth journeys, to those with more financial complexity, to those of significant wealth who require a more concierge service.
Meanwhile, he assembled another group of expert investment analysts and advisers to deliver on the investment side; one whose job was just to study the markets, analyse portfolios and build investment strategies each day.
Not content to leave it there, he added an investment committee – a senior, all-star line-up made of up some of Australia’s most respected and revered asset managers. The Committee meet regularly to discuss, research, probe, question, debate and agree on the very best recommendations and guidelines for all clients going forward.
The model, which is built on a one-fee approach committed to providing value over a 12-month period, has been a gamechanger. With some of the best investment analysts in the country on hand, ready to jump into any meeting, TWD can truly offer unsurpassed, tailored investment propositions. Couple this with dedicated advisers, who truly care about what people value, and a superlative Committee of asset managers overseeing it all with an expert eye, and TWD consistently delivers superior outcomes to all Australians.
The model has been rewarded with some of the most prestigious national awards in the industry, including:
Troy is recognised as one of the most experienced, progressive, friendly and trusted advisers in the country, while his outstanding TWD team is well known for its warm, dedicated approach and commitment to excellence.
“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.”~Wayne
“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.” ~Michael
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