Hi, I’m Troy, a Financial Adviser and Partner at Willow Wealth Partners.
I have been working in the financial advice industry for over eight years and during this time, I have helped numerous clients achieve their financial goals and plan for a better future.
I have a Master of Financial Planning, which is the highest level of education attainable for a Financial Adviser, and a Bachelor of Commerce with majors in Accounting & Financial Planning. I am a Justice of the Peace (Qualified) and a member of the Financial Planning Association of Australia.
I have had the opportunity to work with clients from all walks of life, from young professionals just starting out to retirees looking to preserve and grow their wealth. I take great pride in my ability to tailor my advice to each individual’s unique circumstances and objectives, providing personalised solutions that are both efficient and effective.
My areas of expertise include retirement planning, superannuation strategies, investment management, and wealth protection, among others. I take a holistic approach to financial planning, considering all aspects of my clients’ financial lives and collaborating with other professionals when necessary to ensure a comprehensive and integrated plan.
When working with clients, I prioritise communication and transparency, ensuring that they are informed every step of the way and have a clear understanding of their financial situation and progress towards their goals. I believe this approach not only builds trust with my clients but also leads to better outcomes and a more fulfilling client-advisor relationship.
If you are looking for a knowledgeable and dedicated financial advisor who truly cares about your financial wellbeing, I would love to discuss your needs and goals and help you create a customised plan for your future.
All fees are charged on a client by client basis and are agreed upon prior to any commitment.
Both Troyden and Patricia have made sure we have had a smooth changeover to retirement Even with the Covid-19 problems we are sure we will be able to handle our life style as we wish Troy has been extremely careful with our investments and we are very happy with his and Particia's advice Would recommend them to anyone who has problems when they retire Lee
My husband and I have been with Your Vision for over 10years now and since starting we have received expert advice from Graham Meredith, Patricia Garcia and Troyden Ratcliffe we have listened and followed their advice and at present comfortably retired and are still being helped by the firm, I would advise anyone looking for help to come here as they are honest and reliable and follow all rules set down by Government.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
Willow Wealth PartnersLevel 3, 240 Queen St
Brisbane City, QLD 4000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Cobalt Advisers Pty Ltd