Services

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 Planning | 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 Planning 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 

Join the smart companies that are now embracing the approach to evaluate, adapt and implement the new economic potentials offered by the circular economy.

New 'Cradle to Cradle' engineering innovations are creating effective technologies and methods to produce products with the end of their life cycles in mind facilitating recycling and reuse.

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

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

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.

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 YouTransformational | Leadership | Teams | Culture
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Automate Your Business

Increase business efficiency, save time and money with our own inhouse O.A.S.I.S Data Solutions
Online Automation Solutions & Integrated Services 

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 interest

Let's Get Started

Contact Us