What do we do?
We offer independent advice to people from many walks of life. Whether you are still working, planning for retirement, enjoying your golden years or a business owner, we have the expertise to help you achieve financial freedom.
For us, it all starts with building a financial plan based on your goals and objectives and then continuing to have a relationship with you built on trust. Our dedication to long-term client relationships is evident in our work with families across generations.
Who are we?
Founded in 2019, Wealth Design is driven by a dedicated and passionate team committed to delivering excellent customer service and great value for money.
Our strong sense of teamwork and support has fostered long-term relationships with our clients, and we are always excited to build new ones.
Why choose us?
We challenge the norms of the financial services profession by adopting a generational approach in all our advice and planning. We aim to secure lasting benefits for your family from your efforts over the years.
Our fee structure is designed with you in mind, accurately reflecting the true value of our services. But those aren’t the only reasons to choose us…