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Get in Touch
I'm ready when you are.
Your pace. No pressure. Choose the way that suits you — book a 15-minute discovery call, send a message, or just pick up the phone.
Send a Message
Prefer to write it down? We'll come to you.
Tell us a bit about where you're at, what's prompting you to reach out, and the best way to get back to you. Jeff reviews every enquiry personally.
- Replies usually within one business day
- No automated drip emails or spammy follow-up
- Your details stay private — never shared, never sold
- Plain English, no jargon, no hard sell
Book Online
Pick a time that suits you.
15 minutes, your time zone, no obligation.
Common Questions
Before you book.
A few of the questions we hear most often. If yours isn't here, send a message and we'll answer it personally.
Does the discovery call cost anything?
No. The initial discovery call is complimentary — a relaxed 15-minute conversation to see if we're the right fit. You leave either way with a clearer picture of where to focus next.
Are you financial planners?
No — by design. Wealth by Design provides financial education and training only. Where regulated advice is needed, we introduce you to vetted specialists from our trusted village who can give it.
Who do you typically work with?
Small business owners, professionals, families, recipients of insurance claim payouts or inheritances - people who want to feel more in control of their wealth and avoid getting it wrong.
How quickly will I hear back?
Usually within one business day. Jeff reads and replies to every enquiry personally — there's no funnel of auto-responders to navigate.
What does it cost to work with you?
Our Essential Education & Network Connection package is $3,300 (incl. GST) for 12 months. The optional Cashflow Clarity Blueprint is $1,100 (incl. GST). Full detail is on the Services page.
What's the Wealth Snapshot Checklist?
A free, no-jargon self-assessment covering the eight areas most people miss in their wealth set-up. Grab it here — no call required.