Get Started
How to get started
At Wealth by Design, we believe that financial success is not just about accumulating wealth, but also about designing a plan that aligns with your unique lifestyle, wealth goals and objectives.
By simply following the steps below, our team of experienced advisors will provide personalized guidance and tailored strategies to help you make informed decisions that will lead you to a secure financial future. Pre-retirement planning begins NOW!.
Send Your Details
Fill out our friendly service assessment form for a fast efficient response.
You will be able to let us know a little about yourself and select the areas of interest that you would like us to assist you with.
Schedule A Call
You will receive an email containing information on how to get started, with the link for you to schedule a convenient call time.
In any case, your personal consultant will be in contact by phone ASAP to assess your needs, situation and concerns.
Initial Meeting
We arrange a Personal and Private One on One discussion to completely understand your financial goals and objectives.
This will then be passed on to our team of experts to create an individual and unique strategy of "best fit" services to suit your situation and lifestyle.