Ivy Wealth

Ivy Wealth is a financial advisory firm based in Hobart, Tasmania. The business provides financial advice and support. Troy Williams and Adam Christopher are named principals of Ivy Wealth. The firm was previously a privately owned business for decades. Ivy Wealth has joined Viridian Advisory.

Individuals and households seeking long-term financial planning and insurance guidance describe a consistently supportive experience with Ivy Wealth. Several customers highlight the clarity of the advice they receive, noting that complex matters affecting their finances are explained in terms they can readily understand, with advisers checking that their questions have been answered. The reception team is repeatedly described as friendly and responsive, and calls to the office are handled courteously.

Named adviser Lindsay receives frequent praise for his patient manner, his willingness to accommodate clients and the quality of the financial decisions he has helped them make over a number of years. Troy is also thanked for the open and approachable nature of his advice. A theme running through the feedback is the helpfulness of staff across the business, from the front desk through to the advisory team, and the sense that queries are dealt with promptly rather than left unresolved.

The work spans finance broking, investment services and life and income protection insurance, with clients valuing the continuity of the relationships they have built. Gratitude for the long-term support received and the care taken to keep clients informed and comfortable with each step is expressed by several reviewers, particularly when reviewing protection cover and investment arrangements.