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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