A family of expertise in your corner.
Your TWD Advisory team takes the time to discover your hopes, dreams and aspirations – as well as what may hinder you in achieving what’s most important. Discover the TWD Advisory difference.
Shape your future with the future of advice.
How we define wealth shapes the worlds in which we live, and how we value the currency of a desired life. Knowing what means the most to you provides the fuel to challenge today’s paradigms, take steps toward better financial outcomes, and feel confident that obstacles will be well addressed.
It’s life, changing.
A relationship with The Wealth Designers isn’t at all like the rest of the industry: infamous for simply clipping your ticket each year. You have children, they move out, the merger goes through, the tax breaks change, markets drop, relationships falter; TWD Advisory shifts our approach to deliver certainty on your path.
Project management for your financial life.
The future of financial and investment advice. Turn to the finance industry’s most experienced advisers, investment strategists and analysts to create or update your portfolio, and manage your financial situation as life unfolds.
A trusted partner and guide for life’s journey.
Meaningful advice for life. Our clients find comfort in knowing that they have a trusted adviser and confidant through life’s twists and turns. Learn how TWD Advisory has assisted business owners, medical specialists, divorcees, philanthropists and executives, to name a few.
At our first meeting, we’ll get to know each other, explain what you can expect of your advisory firm and discuss what’s most important to you.
At our next meeting, we’ll discuss in detail how we will turn your financial strategy into reality. We’ll take you step-by-step through every detail of our advice. And once approved, we’ll make it happen.
Every client has their own unique needs and aspirations. At our second meeting, we’ll present our proposal to you and show you how we can work together to best achieve your outcomes.
Once we’ve actioned your advice, we’ll meet with you to explain exactly what’s happened, show you detailed paperwork, answer any questions and talk about what you can expect over the coming months.
At your first Strategy Meeting, we’ll show you our analysis of your financial situation and outline the ‘big picture’ thinking we propose.
The investment market changes, your personal circumstances change – and rules and regulations are regularly updated. Ideally, we’ll meet you at least twice a year to adjust our strategy and keep you on track.
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