The latest from the Wealth by Design village.

Plain-English articles, news from our trusted village, downloadable resources and short videos. Fresh thinking to help you bridge the gap between where you are now and the legacy you want to leave.

Pre-Retirement Wealth Strategy

Article · 20 May 2026 · 5 min read

Retire with confidence, not compromise.

Turn Your Pre-Retirement Years Into Your Wealth Accumulation Years.

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Resource · PDF

The Wealth Snapshot Checklist

Eight areas most people miss in their wealth set-up. A no-jargon self-assessment for business owners, professionals and families.

Download PDF · ~250 KB

Video · 24 Sep 2024 · 21:53

Superannuation & Tax Strategies with Jeff Bowman

Jeff Bowman, founder of Wealth by Design, for an essential conversation about maximizing your financial future through strategic superannuation contributions and tax optimization.

Video · 22 May 2025 · 39:09

DEMYSTIFYING TAX & SUPER: WHAT BUSINESS OWNERS NEED TO KNOW

Jeff Bowman sits down with chartered accountant Brian Sims to demystify complex tax structures, asset protection, and the strategic use of self-managed super funds (SMSF) for business owners.

Video · 30 Jan 2025 · 0:47

Is Crypto a genuine investment option when building your wealth portfolio?

Jeff Bowman from Wealth by Design discusses whether crypto is a genuine investment option for your retirement portfolio. He invites you to book a 15-minute consultation to bridge the knowledge gap and build your confidence in selecting crypto as part of your wealth strategy.

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