Q & A

with Cara

What drives you in business?

I really love making the complex simple and helping people to achieve greater levels of financial certainty in this ever changing world we live in.

What is special about your business?

The strength of our business is in the strong relationships we form with our clients. We focus on adding value to peoples lives and this was a key reason why TWD was awarded as the AFA Practice of the Year for 2018.

What is a little known fact about your business?

After realising the industry was historically far too focused on sales and products, TWD was founded after applying the “George Costanza” theory to financial advice. “If everything you do is wrong, then the opposite would be right!”. These words helped to design the blueprint for how TWD work with and charge our clients.

Back to Members

Cara Graham

The Wealth Designers

I am a financial adviser and business owner that has been in the financial services and wealth management industry since 2006. My team and I offer an advice service that speaks to our client’s unique journeys. This means holistic advice that is tailored to each client’s specific needs & requirements. I work with clients from all walks of life to help them achieve greater financial certainty and more with what they have got. I only take on clients where we can add significant value because I want to make a material difference in their lives. Plato once said “The cure of the part should not be attempted without treatment of the whole.” This guides my approach to financial advice as I fundamentally believe that meaningful advice isn’t about action on a single decision, it is the wisdom to impart long term habits that guide us along the twists and turns of life.