Hi,
I'm Jeff Bowman
Your new Financial Educator & Coach!
Bridging the Gap with Knowledge
Everyone is capable of building wealth with the
right connections, knowledge, strategy and support.
Start from where you are now
learn and build.
You have the ability.
We add the confidence.
Start from where you are now, learn and build.
You hold the compass,
We show you how to navigate,
It's your journey to financial security.
Freedom to Focus on What Matters
You have worked hard to build your life.
Now, let's ensure it is protected and sustainable for the long haul.
Jeff Bowman
Three decades of protecting dreams
I didn't just spend 30 years in the wealth sector, I spent 30 years learning what keeps people awake at night and, how to fix it.
I don't just educate to strengthen your position, but to give you back your time and freedom from anxiety about how your future might look.
Wealth isn't a number it's the ability to live life on your own terms, with the right support beside you.
Testimonial
Jeff is one of the few people I truly trust in the wealth space. His role is to make sure what you're earning is actually structured and working as effectively as it should be, I like his approach because he doesn't push products or "sell strategies"... he looks at the full picture, identifies what's working, what's missing and where things might be overexposed or underutilised and helps assemble a team around you to assist you in delivering it.
I felt I was pretty knowledgeable financially when we met, and I was surprised by what came up when everything was mapped out properly. I really would not be where I am right now without Jeff.”
mike johnston
- business strategist & coach
Wealth Snapshot Checklist
8 areas most people miss in their wealth set-up. Takes about 3 minutes.
Most people don't have a wealth problem. They have a set-up problem. This checklist gives you an honest snapshot of where you stand — and a clear sense of where to focus next.
Ready to turn your snapshot into a plan? Book your complimentary 15-minute Wealth Snapshot call with Jeff.
Book your free 15-min call
A quick conversation about your checklist results and your top 3 priorities.
General information only. Does not take into account your personal objectives, financial situation or needs. Seek personalised professional advice before acting. · wealthbydesign.com.au
Lifestyle & Financial Timeline
Let's talk about where you are now.
Is it time to recalibrate your Timeline?
Moments that matter
The Journey of a Lifetime
From the pride of your first business or home, to the joy of travelling and seeing your grandkids thrive — every dollar has a purpose. You will earn a fortune in your lifetime, let’s not waste any of it.
Click on an age to explore where you are on your journey👇
Services
Financial Education
You have a lifetime of income, investments and expenses to manage, it can be daunting. With essential financial knowledge (that is not always available or obvious) we help you replace fear or indecision with understanding and confidence to improve your immediate situation and, build your wealth for longevity, including retirement without dependency on the welfare system.
Cashflow
Clarity
Want to assess your financial security, plan for major events or evaluate investment strategies? We turn complex figures into a clear story of now, and your potential future. Start your journey from a place of quiet confidence, knowing exactly how your investments and income will support your lifestyle, pre and post-retirement.
Cashflow clarity
not uncertainty.
Professional
Hub
No one should have to navigate the complexities of wealth alone. We help you find the right combination of professionals specific to your situation. Whether it's a self-managed super fund expert to grow and protect your retirement wealth or a gun accountant who engages in streamlining the complexities of balancing your lifestyle and financial variables.
Frequently Asked Questions
Are you Financial Advisors at Wealth by Design?
No we are not Financial Advisors and we do not give advice. We only provide facts that can be located from various credible sources for you to read, understand and apply as part of your financial literacy education.
Do you only educate on Retirement Wealth?
Retirement wealth is a benefit and result of the financial education you apply to your circumstances. Learn how to leverage your hard-won income and investments for tax savings and wealth accumulation now, and for the future.
Do you know anything about Crypto Assets?
Yes. We can help you learn how to navigate digital and alternative assets with confidence; understanding blockchain, institutional-grade custody, insurance and digital platforms.
Get In Touch
Email: [email protected]
Address
Office: Suite 6, 294-296 Rokeby Road, Subiaco WA 6112
Assistance Hours
Mon – Fri 9:00am – 5:00pm
Phone Number:
08 9388 3600
Site: www.wealthbydesign.com.au