About

We believe there’s a better way.

For many years, financial advisers used their client’s funds to build their own fortunes. But today’s financial adviser is a very different person. Our industry has evolved and entered a new era of professionalism where quality service and understanding what’s truly important to our clients comes first.

The convergence of new technology, access to almost unlimited information and stricter regulation has empowered clients and radically changed the way our industry works. A change which we have pioneered and welcome here at The Wealth Designers.

In our many years of providing financial advice, we’ve always believed openness, transparency and accountability are the cornerstones to a successful advisory firm-client relationship. These beliefs, coupled with our complete independence from any financial organisation, lead us to a unique approach to your situation.

As project managers of your entire financial life, we understand that our professional role is to remove complexity and deliver certainty-based advice to help you achieve what’s most important.

Learn more about our services

We believe in

Innovation

We do things differently

We believe in

A Different Approach

We do things differently

One of Australia’s most awarded advice practices.

Accreditations

Most Trusted Advisers

Certainty Advice Group

Certified Financial Planner

Self-managed super fund specialist advisor

Chartered Accountant

Certified Practicing Accountants