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The Wealth Designers
West Perth’s trusted financial guidance for a secure future.
5
Financial Advisor
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West Perth’s trusted financial guidance for a secure future.
The Wealth Designers, located at Level 4/40 Kings Park Rd in West Perth, WA 6005, provides professional financial consulting led by Dawn and a trusted team. Clients highlight transparency, regular updates, and personalized guidance that helps manage superannuation and work toward a secure retirement. Praised for professionalism and clarity, the firm offers care-driven financial advice that fosters confidence and peace of mind.
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Comprehensive financial advice tailored to your personal goals, including budgeting, savings, and long-term wealth strategies.
Expert management of your superannuation funds to optimize growth and secure your retirement future.
Personalized retirement strategies to ensure a prosperous and financially stable post-work life.
Professional advice on investment opportunities to build and protect your wealth effectively.
One-on-one consultations to understand your needs, provide clarity, and offer ongoing support and updates.
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Overall rating
Sue Burns
We would like to highly recommend Dawn at Wealth Designers. Sue and I have had various meetings with Dawn and have found her to be very professional and would like to thank her for providing us with great financial advice.
Melissa Galea
Working with Dawn and the team at TWD has been extremely pleasant. Dawn guided me through all the initial questions and set up answering all of my queries. I get regular updates and now know that my finances are well looked after. I can be as involved as I want and there is high levels of transparency so I feel reassured about the whole process. After working with them for just over 12 months now I would highly recommend Dawn and the team to anyone looking for financial advice.
Alisdair Barr
Dawn is an inspirational leader in the financial advice profession. Last week she hosted a panel at our Striver Brimstone event in Perth where 100 future professionals gathered. The audience was left excited about the future due to Dawn's passionate session.
Rachel Green
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.
