Willow Wealth Partners

🎉 Exciting News! 🎉 We are thrilled to announce that we have been awarded Practice of the Year 2024 by our licensee, Cobalt Advisers! 🏆✨ Conaill Keniry Benjamin James Collins 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. 🌟

🎉 Exciting News! 🎉 We are thrilled to announce that we have been awarded Practice of the Year 2024 by our licensee, Cobalt Advisers! 🏆✨ Conaill Keniry Benjamin James Collins 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. 🌟

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://lnkd.in/gSecKene #Super #Superannuation #Inheritance #EstatePlanning #Tax

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 🐾

Good financial advice can make the world of difference to your financial future There are so many factors to take into consideration when working together on your financial plan. We make understanding and utilising what’s best for you a breeze. Whether you’re earning $100,000 or $500,000, just starting out, or nearing the end of your career, there are strategies out there for everyone to make the most out of your finances. Come and chat to us and we can see how you can make a difference to your future today https://lnkd.in/dAVHPDCF #WealthManagement #FinancialFreedom #moneymatters #investinyourfuture #financialplanning #ExpertAdvice #SecureYourFuture #FinancialSuccess 

We love meeting new clients and helping them make the most of their financial position. Marg and her family have been nothing but a pleasure to work with. Now they can enjoy their new retirement with peace of mind their retirement savings are working hard for them 🎉🎉🎉 #fivestarreview #clientlove #financialplanning #retirementgoals #retirementadvice #wealthmanagement #clientsatisfaction #financialfreedom #trustedadvisor

Ever wondered what a financial adviser actually does? Take a look at one of our client strategy outlines here. We run comparison projections for all of our advice so you can see how much potential value there is in the recommended strategies. There are a broad range of strategies out there to suit so many different personal situations, it’s our job to know which ones are going to align with you and your goals and result in the best outcome for your future. #financialadvice #finance #financegoals #financialadvisor #clients #super #insurance #estateplanning #investmentstrategies #debtmanagement

Some of our favourite clients to work with are young professionals, small business owners and pre-retirees who are eager to make the most of their position today so they can face retirement head on and make their goals a reality 🕰🥂🎉