Wealth By Design
Educating and Supporting the Next Generation of Wealth Accumulators
KNOWLEDGE | CONNECTIONS | STRATEGY
Welcome to Wealth By Design
The investment, business and finance worlds are moving quickly.
Are you riding the wave or getting left behind?
Opportunities and pathways to build abundant wealth are changing and growing.
And they’re exciting.
Knowledge, support, strategic planning and smart investments are key to achieving the wealth you desire.
HOW IT WORKS AT WBD
As business and wealth consultants with more than thirty years in the industry, we know that everyone can achieve financial freedom.
And we’re here to show you how.
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Initial Meeting
Peace of Mind
Who We Are
Wealth By Design is a boutique community of exceptional and experienced finance and business service providers in Australia. Our mission is to help you grow your wealth in the fastest and most effective way possible.
With over 30 years experience in the financial services and real estate industries, our CEO and founder Jeff Bowman has built long-standing relationships with quality professionals in the field.
At the Wealth By Design hub, our passion and commitment is to connect and guide you to the best solution for your specific needs. We’re independent, which means we can offer the best solution to fit your needs.
We believe that everyone is capable of building wealth with the right connections, knowledge, strategy and support.
How are we different?
Wealth By Design is a group of independent advisors and consultants who have come together to help you succeed.
We’re a hub of passionate professionals who can solve any and all of your business and wealth creation needs.
What Do You Need Help With
Financial Guidance | Wealth Creation | Business Growth
Give us your biggest problem, and we’ll find you a solution.
Our network of trusted professionals is so extensive that no matter how complex your problem, we’ll find you answers and a clear path forward to achieve your goals.
Financial Guidance & Advice
Jeff Bowman is Wealth by Design.
Join Jeff for a personal chat to discover how your finances are integrated into every part of our lives. Without the right concise guidance, pitfalls are inevitable.
Here is how you can dodge any pitfalls along your financial journey, with your own personal guide to assist, with what is one of the most challenging areas of our lives to control...
Our Personal Finances.
Grow Your Wealth with Digital Assets
WBD work with a global Digital Wealth platform.
We offer education and guidance to people seeking information around the tokenisation of real world assets and other assets classes often referred to as Alternative Assets, that until now have only been accessible to approximately 1% of the global wealth accumulation community
Grow Your Wealth via the Circular Economy
Invest in the smart companies embracing circular waste management economic models.
Circular waste economy models prioritize sustainability and environmental responsibility. Investors looking to support eco-friendly initiatives and mitigate environmental impact or opportunities in sectors that are poised for expansion, and the circular economy, driven by increased awareness of environmental issues, presents such prospects.
Crowdfund Your Next Project or Venture
Leverage digital platforms and global connectivity to achieve your entrepreneurial goals and campaigns
Peace of Mind and Security for You and Your Family
Estate Planning: Set up or refine your wills, trusts, enduring power of attorneys and more.
Lease Your Car and Save on Tax
Novated leasing for employers and employees
Get a Loan
Finance your next asset or goal. If it has a serial number or an address, we can finance it.
If it has a serial number or a property address
Total and Permanent Disability (TPD) Claim
Secure your financial future in the case of injury, illness or disability and save tax. Find out if you qualify for TPD or Terminal Illness payouts
Tax & Accounting Services
We’ll connect you with our most trusted and best of industry accounting firms
Safeguard and Optimise Your Financial Future
Get expert assistance with our self-managed superannuation fund (SMSF) administration services.
Take control of your retirement
Home & Contents & Vehicle Insurance
Connect with our general insurance broker specialists and let them do all the work when it comes time to claim - at no extra cost
Legal Help
We’ll connect you with our most trusted and highest quality lawyers: privacy, discretion, confidentiality.
Got a legal problem? Call us.
Get Help with HR Matters
We’ll connect you with our most trusted and highest quality HR consultants to solve your ‘people’ problems.
Assistance and Services for HR Managers
Grow Your Business
Business Coaching:
Connect with Australia’s best business coaches.
Business Growth | Leadership | Teams | Culture
Find the right coach for your situation
O.A.S.I.S - DATA + WEB + AI
Online Automation Solutions & Integrated Services
Increase business efficiency and interactions with a data & AI solution for your business. Save time and money with our own inhouse O.A.S.I.S Data & Solutions.
Learn about how AI is impacting business and customer interaction at our new AI School of Learning.
Protect Yourself and Your Business Online from Hackers and Theft
Cybersecurity and password management