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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Willow Wealth Partners

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Australia
Brisbane, QLD
Willow Wealth Partners

Financial Adviser | https://willowwealthpartners.com.au/our-socials/

28/11/2025

Patience pays in investing. The market rewards those who stay the course and think long-term. Are your investments aligned with your goals? Let’s talk about strategies that keep you focused on the bigger picture.

06/11/2025

Small steps today lead to big results tomorrow. Start planning now!

03/11/2025

Big changes are coming for Australians with super balances over $3 million. The proposed Division 296 tax will mean extra tax on certain super earnings from 1 July 2026.

Not sure if you’ll be affected or what you should do? Swipe through for a simple breakdown, and reach out for a complimentary 30-minute consultation to discuss your options.

https://willowwealthpartners.com.au/education/division-296-tax-what-it-means-for-super-over-3-million/

28/04/2025

We love hearing feedback like this 💬 Helping clients feel confident and in control of their financial future is what it’s all about.

If you’re ready to feel more empowered with your money, we’re here to help.

https://calendly.com/willowwealthpartners/30-minute-complimentary-meeting-troyden

22/04/2025

💡 Most people assume their super is tax-free when passed on, but that's not always the case. Adult beneficiaries like your children, siblings or friends could pay up to 17% in tax on your super if it’s not structured correctly.⁠
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A simple strategy today could save your loved ones thousands tomorrow.⁠

👉 Chat to us about how to reduce the taxable component in your super.

https://calendly.com/willowwealthpartners/30-minute-complimentary-meeting-troyden

17/04/2025

Happy 2nd Birthday to us!

We have the the most incredible network around us who we are forever grateful for finding

Thank you Rise Accountants and Wombat Real Estate for always celebrating our wins 🥳🍰

02/12/2024

🎉 Exciting News! 🎉

We are thrilled to announce that we have been awarded Practice of the Year 2024 by our licensee, Cobalt Advisers! 🏆✨

We are so proud of what we have achieved with our clients and our team thus far and can’t wait to see what the future holds.

This award is a testament to the hard work, dedication, and passion of our incredible team. We couldn’t have done it without the support of our amazing clients and community, and of course our outstanding licensee!

Here’s to many more milestones and successes together! Thank you for being a part of our journey. 🌟

19/09/2024

MEET THE TEAM ✌

Jess is our Practice Manager and one of the Company Partners.

Starting in the profession in 2015, Jess has worked through administration, practice management, paraplanning and strategic advice preparation roles.

After 9 years, and starting the business with Troy, Jess has opted for a change and is on her way to becoming a Registered Financial Adviser in 2025. She has now completed her Graduate Diploma of Financial Planning, passed the Financial Adviser Exam and completed 6 months of her Professional Year requirement 👩‍🎓

Jess squeezes as many catch ups with family and friends as humanly possible into each weekend and loves to get outdoors to read, walk and kick the footy with her husband ✨

11/09/2024

🏃‍♂️ Investing is a Marathon, Not a Sprint! 🏃‍♀️

Remember, building wealth takes time and patience. Stay focused on your long-term goals and keep moving forward, one step at a time. 📈✨

06/09/2024

Grateful for our clients trust and support which allows us to create personal advice that provides real value and outcomes. Our client's satisfaction and end results are our top priority! 🌟

04/09/2024

Within your super there are taxable components (employer contributions, additional tax-deductible contributions) and tax-free components (additional after-tax contributions).

Upon passing, the taxable components are taxed at 15% (+Medicare levy) when paid to anyone other than your spouse or a financial dependent (i.e. younger children).

That’s not to scare you off prioritising superannuation as your retirement saving hub, after all it is one of the most tax effective investment vehicles you will ever have access to.

After retirement, and prior to turning 75 there are currently ways a Financial Adviser can help you reduce or eliminate this tax burden on your family.

Book in a complimentary meeting today to find out how:

https://calendly.com/willowwealthpartners/30min

02/09/2024

MEET THE TEAM ✌

Troy is our Financial Adviser and one of the Company Partners.

With over 8 years’ experience, he has helped many clients achieve their financial goals and plan for a better future 🌟

You will feel instantly comfortable around Troy’s warm personality and well looked after and informed with his impressive knowledge of the financial space. To top it all off he has a genuine care for creating a tailored financial plan that you understand.

In his spare time you will find Troy and his wife Kirstyn taking their two golden retrievers Honey and Maple on adventures and camping trips 🐾

Address

Lobby 1, Level 2/76 Skyring Terrace
Brisbane, QLD
4006

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://willowwealthpartners.com.au/

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