2018 AFA Practice of the Year. 2018 AFA Practice of the Year. Financial advice for all Australians.

Financial advice for all Australians.

Wherever and whoever you are.

Just because we’re one of Australia’s leading financial advisory firms doesn’t mean we’re unapproachable. Far from it. Our clients fit into all niches: from singles and young families, retired entrepreneurs and everyone in between. Although all advisers say they care about their clients, we really mean it. In fact, we’ve made it our speciality to understand what you care about.

Everything in order, no worries.

Stress less. TWD Essentials delivers everything you need with nothing you don’t, with guidance from a straight-talking, straightforward adviser. Because to live your best life you need an adviser you understand and more importantly who understands you.

The future of
advice starts here.

No-surprises-no-jargon-no-assumptions.

No surprises, no jargon, no assumptions.

We don’t bog you down in other-wordly financial mumbo-jumbo and industry speak. It’s important that your future, your money, speaks to you. Put simply, we simplify.

essentials-whatyoubelieve

Look after your family by becoming part of ours.

Benefit from our depth of experience, wealth of knowledge and access to professional networks for delivering everything in your best interests.

essentials-wemakeyoumoney

We make you money.

I mean, let’s be honest, this is why you’re here – to make everything count! Our sole purpose is to help you towards your ideal life, whilst helping you bounce through life’s inevitable challenges.

How we work together.

1

We get to know each other. Your first, obligation free appointment will help us discover why it might make sense to work together and determine if we’re a suitable fit for each other. We’ll answer your questions and ensure you’re comfortable with our style of guidance and advice.

2

We’ll have a second meeting to present and implement the advice, based on your current financial situation. Our aim is to do away with complexity, making the next steps simple and straightforward.

3

We’ll schedule annual or biannual meetings, depending on the complexity of your situation, to follow up and recalibrate your plan. In helping you take control of your plan, you’ll have access to the client service team and an adviser via phone.

Our specialist services.

Strategic Advice

Working with your ’why’ to achieve your objectives.

Insurance

Reviewing and reducing risk to protect your position.

Wealth Management

Strategies and support to live well now and in the future.

Superannuation

Caring for your nest egg across all stages of life.

Retirement

Advice and financial services to better transition to retirement.

Estate Planning

Accomplishing your goals even when you’re gone