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, strategy and smart investments are key to achieving the wealth you desire.
Bridging The Gap
We’ve selected a team of Referral Partners to help Bridge the Gap.
Utilising their expertise we create a Wealth Strategy for your individual circumstances.
These are top-tier professionals, including tax accountants, financial planners, estate lawyers and SMSF auditors - each with their own specialised knowledge and experience.
Together, we help you understand and grow your assets, whether they’re traditional or digital assets, guiding you to bridge the knowledge gap and equip you for a secure financial future.
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.