The Wealth Designers - West Perth, Western Australia

Rachel G.

After a less-than-positive experience with our previous financial planners, my husband and I we were left feeling uncertain and discouraged about our superannuation. Working with Dawn at TWD has completely renewed our confidence. Over the past few years, Dawn and her team have helped us get our finances back on track, managing our superannuation effectively while also building towards a more secure future. She takes the time to understand our unique needs, offering guidance with professionalism, clarity, and genuine care. We truly value the expertise and the peace of mind she has given us, and we would highly recommend Dawn and the team at TWD to anyone seeking trustworthy and knowledgeable financial guidance.

Phil

We are very happy with the advice and work provided by Dawn and the team at TWD. From the first time we met Dawn she has filled us with confidence and the results from following Dawn’s advice have been outstanding. Thanks Dawn and here’s to a happy and prosperous retirement.

Matt H.

My wife and I engaged The Wealth Designers to assist with setting up our financial structures, life insurance and establishing a baseline for our cashflow and investments that we can use moving forward. Our advisor, Cara Graham, was always very professional, approachable and knowledgeable. This made the whole process very easy and really felt like a personable approach to financial advice.

The ability to engage on a fee for service basis was clear from the beginning. We appreciated this model as it allowed us to receive the level of advice we were looking for and we know that if we want to return for more advice once our position changes we can easily contact Cara again.

Julia R.

Working with Cara and The Wealth Designers has given us great peace of mind. We know exactly where we are at with our finances and we now have a plan for a retirement full of the things we love to do, that we know we can afford to do. This company is a very good fit for us and we highly recommend them.

Julie W.

My husband and I were very impressed when we were first introduced to Cara Graham of TWD in 2015. She has continued to earn our trust, respect and admiration ever since. Cara maintains a perfect balance of professionalism, expertise and friendliness. I was immediately impressed with her ability to listen, to process our concerns and priorities and tailor these to our financial objectives. Working with Cara has always been a fun, lively and enjoyable experience. This was an unexpected delight for me because I am not good with numbers or financial matters and thought it would be boring and difficult to understand. Our consultations with Cara never feel hurried and she takes the time to explain financial concepts and trends and answer our questions in a manner which even I can comprehend. We have always felt understood, respected and fully supported in her guidance and management of our financial portfolio. We feel privileged to have benefited from her considerable knowledge, skills and expertise over the past 10 years and highly recommend her services.

dale H.

A very professional and highly skilled team who provide quality service and returns. My advisor is approachable and highly skilled and explains all aspects of my portfolio thoroughly in easy to understand language. I highly recommend TWD to anyone seeking help or guidance with their finances.

Amanda B.

Dawn Thomas is an outstanding financial adviser who combines adaptability with sharp lateral thinking to create innovative strategies tailored to each client’s unique needs. Her ability to provide personalised advice ensures that no matter how complex your financial situation, she delivers clear, effective solutions. With a deep understanding of ever-changing financial landscapes, Dawn empowers her clients to make confident, future-focused decisions.

Mieke H.

I have been with TWD for 15 years. First meeting Troy and Michelle, later on Cara and when my financial situation changed I was introduced to David Hatton.
I’m very happy with the service provided by Dave. He stands out for his knowledge, clear thinking and great advice. Thank you so much for being a great advisor and a great listener. Dave helps me put things into perspective and prepare me for positive things in the future. For me to know that I can contact him when I need some advice is very important. I really appreciate Dave’s help and support. Thanks Dave !