The Wealth Designers

At The Wealth Designers, we pride ourselves on delivering exceptional financial advice, and we know that real expertise comes from specialisation.  We don’t believe in a ‘jack-of-all-trades’ approach, that’s why we created our in-house investment team, TWD Invest. This isn’t just an extra service – it’s a game-changer that allows us to provide you with the kind of specialised advice that really makes a difference.  Here’s what sets us apart: https://lnkd.in/g4EQqxRD

Finding the right Financial Adviser can be a game-changer in your journey to financial empowerment. With our expert guidance, you can confidently navigate your financial future and achieve your goals. Here are our tips on choosing the right financial adviser: https://lnkd.in/giahGnHt #The WealthDesigner #FinancialAdviser #FinancialFuture

One of the main groups of people we specialise in helping is 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬. And while our business owner clients in established businesses come from all types of industries and walks of life, they tend to experience some common challenges 𝟏. 𝐒𝐭𝐞𝐩𝐩𝐢𝐧𝐠 𝐛𝐚𝐜𝐤 Most business owners haven’t spent enough time considering what their ‘exit plan’ is. It’s a process that often is longer and more complicated than expected. It’s never too early to start thinking (and planning) ahead to life beyond the business.  𝟐. 𝐊𝐧𝐨𝐰𝐢𝐧𝐠 𝐡𝐨𝐰 𝐦𝐮𝐜𝐡 𝐢𝐬 𝐞𝐧𝐨𝐮𝐠𝐡 We find that people either underestimate how much money they will require to step away from their business or, alternatively, are unsure how much they need to earn to be able to step away and live well. In both cases, this means they keep working longer than they need to. For all business owners, having a ‘number’ to work towards is imperative. 𝟑. 𝐌𝐚𝐧𝐚𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐚𝐦𝐢𝐥𝐲 𝐰𝐞𝐚𝐥𝐭𝐡 Many owners of mature businesses have little in the way of assets sitting outside their business. Others have a disjointed spread of assets accrued in a scattergun approach over the years. They have spent a lot of energy getting things right inside their business but not enough time focusing on their finances outside the business. If this sounds like you, and you want to ensure all the great work you’ve done in your business translates to a great life for you and your family, you’ve arrived at the right place. 𝐅𝐢𝐧𝐝 𝐨𝐮𝐭 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐟𝐢𝐧𝐝 𝐰𝐢𝐭𝐡 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬 𝐢𝐧 𝐨𝐮𝐫 𝐰𝐡𝐢𝐭𝐞𝐩𝐚𝐩𝐞𝐫: https://lnkd.in/ggjkiyAp 𝐎𝐫 𝐭𝐨 𝐛𝐨𝐨𝐤 𝐚 𝐧𝐨-𝐬𝐭𝐫𝐢𝐧𝐠𝐬-𝐚𝐭𝐭𝐚𝐜𝐡𝐞𝐝 𝐜𝐡𝐚𝐭 𝐭𝐨 𝐬𝐞𝐞 𝐢𝐟 𝐰𝐞’𝐫𝐞 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐟𝐢𝐭 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐧𝐞𝐞𝐝𝐬, 𝐛𝐨𝐨𝐤 𝐚𝐧 𝐢𝐧𝐭𝐫𝐨 𝐜𝐡𝐚𝐭 𝐡𝐞𝐫𝐞: https://lnkd.in/g7wedVJ7

What does it mean to build a life of 𝐦𝐨𝐧𝐞𝐲 𝐀𝐍𝐃 𝐦𝐞𝐚𝐧𝐢𝐧𝐠? We know that building wealth isn’t about perpetually waiting for tomorrow. Believing better days await you in some distant future. To us, this is madness. It’s wishing your best years away.  We want to help you curate a beautiful life for you 𝐓𝐎𝐃𝐀𝐘. A life with a strong, secure future AND a very rewarding present. We are driven to help Australians to live well, both now and in the future. This means helping our clients to grow their wealth, but never losing sight of life's true treasures. Peace. Pleasure. Self-fulfilment. Contentment. A happy home. Because life is for the living 𝐍𝐎𝐖. #money #meaning #wealth

Cara Graham shares how to set your kids up for success. Read more in the article below 👇

“𝐿𝑖𝑣𝑖𝑛𝑔 𝑤𝑒𝑙𝑙 𝑚𝑒𝑎𝑛𝑠 𝑎 𝑟𝑒𝑎𝑙 𝑐𝑜𝑛𝑛𝑒𝑐𝑡𝑖𝑜𝑛 𝑡𝑜 𝑚𝑦 𝑓𝑎𝑚𝑖𝑙𝑦, 𝑙𝑜𝑣𝑒, 𝑑𝑒𝑒𝑝 𝑙𝑎𝑢𝑔ℎ𝑡𝑒𝑟, 𝑢𝑛𝑑𝑒𝑟𝑠𝑡𝑎𝑛𝑑𝑖𝑛𝑔, 𝑎𝑝𝑝𝑟𝑒𝑐𝑖𝑎𝑡𝑖𝑜𝑛 𝑎𝑛𝑑 𝑐𝑢𝑟𝑖𝑜𝑠𝑖𝑡𝑦.” Meet 𝐒𝐭𝐞𝐩𝐡𝐞𝐧 𝐊𝐨𝐬𝐭𝐚𝐫𝐞𝐥𝐚𝐬, our Principal Wealth Adviser here at 𝐓𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐫𝐬. “𝐼𝑡 𝑚𝑒𝑎𝑛𝑠 𝑡𝑎𝑘𝑖𝑛𝑔 𝑡ℎ𝑒 𝑡𝑖𝑚𝑒 𝑜𝑢𝑡 𝑜𝑓 𝑤𝑜𝑟𝑘 𝑡𝑜 𝑠𝑝𝑒𝑛𝑑 𝑡𝑖𝑚𝑒 𝑤𝑖𝑡ℎ 𝑡ℎ𝑒 𝑓𝑎𝑚𝑖𝑙𝑦 𝑑𝑜𝑤𝑛 𝑠𝑜𝑢𝑡ℎ 𝑎𝑛𝑑 𝑒𝑛𝑗𝑜𝑦𝑖𝑛𝑔 𝑙𝑜𝑛𝑔 𝑑𝑎𝑦𝑠 𝑎𝑡 𝑡ℎ𝑒 𝑏𝑒𝑎𝑐ℎ 𝑖𝑛 𝑡ℎ𝑒 𝑠𝑢𝑚𝑚𝑒𝑟. 𝐿𝑖𝑣𝑖𝑛𝑔 𝑤𝑒𝑙𝑙 𝑎𝑙𝑠𝑜 𝑚𝑒𝑎𝑛𝑠 𝑎𝑙𝑤𝑎𝑦𝑠 𝑠𝑡𝑟𝑖𝑣𝑖𝑛𝑔 𝑡𝑜 𝑙𝑒𝑎𝑟𝑛 𝑠𝑜𝑚𝑒𝑡ℎ𝑖𝑛𝑔 𝑛𝑒𝑤 𝑒𝑎𝑐ℎ 𝑑𝑎𝑦, 𝑡𝑜 ℎ𝑒𝑙𝑝 𝑜𝑡ℎ𝑒𝑟𝑠 𝑎𝑛𝑑 𝑑𝑜 𝑠𝑜 𝑤𝑖𝑡ℎ𝑜𝑢𝑡 𝑎𝑛𝑦 𝑒𝑥𝑝𝑒𝑐𝑡𝑎𝑡𝑖𝑜𝑛 𝑜𝑓 𝑠𝑜𝑚𝑒𝑡ℎ𝑖𝑛𝑔 𝑖𝑛 𝑟𝑒𝑡𝑢𝑟𝑛.” At The Wealth Designers, we’re committed to helping people to live well; to live with both money and meaning. #TheWealthDesigners #LiveWell #family

Have you tuned into our podcast? The 𝐒𝐓𝐀𝐑𝐓 𝐖𝐄𝐋𝐋™ podcast is hosted by our very own 𝐃𝐚𝐰𝐧 𝐓𝐡𝐨𝐦𝐚𝐬.  As a mother, financial adviser, and researcher, Dawn guides you to empower the next generation on their financial journey. Whether you’re a parent, grandparent, or the coolest aunt or uncle, join Dawn in exploring how impactful conversations about money can shape a young person’s future.  During each episode, she unpacks a resource or money concept, so that you can take the conversation home with you.  Let’s harness their superpower of time and your superpower of influence to ensure they START WELL™ and thrive for a lifetime. Tune in here: https://lnkd.in/gH4B62dh #StartWell #FinancialAdviser #podcast

We love that our team are so passionate about what they do, and they share this with our community.

Proud to be a part of guiding the next gen 🙌