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.

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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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Send Your Details

Fill out our friendly service assessment form for a fast efficient response.

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Schedule A Call

We send you information on how to get started with a link to schedule a convenient call time.

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Initial Meeting

We arrange a Personal and Private One on One discussion to better understand your financial goals and objectives.

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Peace of Mind

Our co-operative brings the best of industry brand experts to create key building blocks for your pathway to financial independence.
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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.

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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.

Schedule a meeting nowGet the financial guidance you deserve
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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

About Digital Wealth AssetsWe are transforming the crowdfunding landscape
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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.

Find Out More HereConnect with the smart companies now
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Crowdfund Your Next Project or Venture

Leverage digital platforms and global connectivity to achieve your entrepreneurial goals and campaigns

Global Crowd FundingWe’re uniting the crowd. Here and now.
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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.

Start your planning hereSome of the most essential planning you will do
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Lease Your Car and Save on Tax

Novated leasing for employers and employees

Novated For EmployersNO FBT and you can be an employer of first choice
Novated For EmployeesNO GST and HUGE pre tax saving benefits
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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

For Finance & LoansIf it has a serial number or a property address
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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

Find Out if You QualifyOnly takes 2mins to send a claim review
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Tax & Accounting Services

We’ll connect you with our most trusted and best of industry accounting firms

Request a ReviewNo obligation accounting review
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Safeguard and Optimise Your Financial Future

Get expert assistance with our self-managed superannuation fund (SMSF) administration services.

Take control of your retirement

SMSF AdministrationTake control of your retirement
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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

SEE MORE HEREFull Range of Insurance Services
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Legal Help

We’ll connect you with our most trusted and highest quality lawyers: privacy, discretion, confidentiality.

Got a legal problem? Call us.

Get Introduced NowPrivacy - Discretion - Confidentiality
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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

SEE MORE HEREAssistance and Services for HR Managers
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Grow Your Business

Business Coaching:
Connect with Australia’s best business coaches.
Business Growth | Leadership | Teams | Culture

Find the right coach for your situation

Find The Right Coach For YouTransformational | Leadership | Teams | Culture
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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.

MORE ABOUT OASISThe short answer to data solutions
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Protect Yourself and Your Business Online from Hackers and Theft

Cybersecurity and password management

SEE MORE HERECyber Security Password Protection
Always focussed on your best interests

Let's Get Started

Contact UsUse our fast contact form