The Wealth Designers

The Wealth Designers TWD Australia is a multi-award winning boutique financial advisory group based in Perth.

Proud moment for our team! ๐Œ๐ข๐œ๐ก๐ž๐ฅ๐ฅ๐ž ๐…๐ฅ๐š๐ง๐š๐ ๐š๐ง will be honoured at the ๐‘พ๐’๐’Ž๐’†๐’ ๐’Š๐’ ๐‘พ๐’†๐’‚๐’๐’•๐’‰ ๐‘จ๐’˜๐’‚๐’“๐’…๐’” this ๐‰๐ฎ๐ง๐ž ๐Ÿ’. Her achievement...
03/06/2026

Proud moment for our team! ๐Œ๐ข๐œ๐ก๐ž๐ฅ๐ฅ๐ž ๐…๐ฅ๐š๐ง๐š๐ ๐š๐ง will be honoured at the ๐‘พ๐’๐’Ž๐’†๐’ ๐’Š๐’ ๐‘พ๐’†๐’‚๐’๐’•๐’‰ ๐‘จ๐’˜๐’‚๐’“๐’…๐’” this ๐‰๐ฎ๐ง๐ž ๐Ÿ’. Her achievements and passion for excellence inspire us every day.

Letโ€™s wish her the best of luck as she takes the stage!

๐Ÿ‘‰https://financialnewswire.zohobackstage.com.au/women-in-wealth-awards-2026 #/awards?lang=en

Australians pay $32 billion in super fees every year. As ๐ƒ๐š๐ฐ๐ง ๐“๐ก๐จ๐ฆ๐š๐ฌ told ๐‘†๐‘ฆ๐‘‘๐‘›๐‘’๐‘ฆ ๐‘€๐‘œ๐‘Ÿ๐‘›๐‘–๐‘›๐‘” ๐ป๐‘’๐‘Ÿ๐‘Ž๐‘™๐‘‘โ€™๐‘  ๐ƒ๐จ๐ฆ๐ข๐ง๐ข๐œ ๐๐จ๐ฐ๐ž๐ฅ๐ฅ, even h...
02/06/2026

Australians pay $32 billion in super fees every year. As ๐ƒ๐š๐ฐ๐ง ๐“๐ก๐จ๐ฆ๐š๐ฌ told ๐‘†๐‘ฆ๐‘‘๐‘›๐‘’๐‘ฆ ๐‘€๐‘œ๐‘Ÿ๐‘›๐‘–๐‘›๐‘” ๐ป๐‘’๐‘Ÿ๐‘Ž๐‘™๐‘‘โ€™๐‘  ๐ƒ๐จ๐ฆ๐ข๐ง๐ข๐œ ๐๐จ๐ฐ๐ž๐ฅ๐ฅ, even half a percent more could leave you $100,000 worse off by retirement. Some fees are obvious, many are hidden.

๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ฌ๐ญ๐จ๐ซ๐ฒ ๐ก๐ž๐ซ๐ž: https://twd.com.au/could-high-super-fees-cost-you-100000-at-retirement/
Your future self will thank you.

A BIG thank you to ๐•๐ข๐ฏ๐ข๐ž๐ง๐ง๐ž for this wonderful review โญโญโญโญโญ
31/05/2026

A BIG thank you to ๐•๐ข๐ฏ๐ข๐ž๐ง๐ง๐ž for this wonderful review โญโญโญโญโญ

28/05/2026

If you donโ€™t choose your super investment optionโ€ฆ one will be chosen for you.

The default MySuper option may be fine.
But โ€œfineโ€ and โ€œoptimalโ€ are not the same thing.

At 15 and 50, you could be in the same investment setting.

Does that make sense?

Superannuation is about intentional choices.

๐…๐ฎ๐ฅ๐ฅ ๐ฌ๐ญ๐จ๐ซ๐ฒ ๐ก๐ž๐ซ๐ž:
๐Ÿ”— https://twd.com.au/from-panel-to-red-dot-my-journey-to-the-tedx-stage/



*not advice*

EOFY is fast approaching, which makes now a good time to check in on your super.In a recent interview on The Advisory, S...
26/05/2026

EOFY is fast approaching, which makes now a good time to check in on your super.

In a recent interview on The Advisory, Senior Wealth Adviser ๐ƒ๐š๐ฐ๐ง ๐“๐ก๐จ๐ฆ๐š๐ฌ shared some practical things Australians can do before 30 June.

A few areas worth reviewing:
โœ”๏ธ Whether your contributions are on track โ€” and within annual caps
โœ”๏ธ Whether you may be able to use unused contribution caps from previous years
โœ”๏ธ Whether spouse contribution strategies could help strengthen your householdโ€™s long-term position
โœ”๏ธ Whether you or a family member may be eligible for the government co-contribution

Super can often feel overwhelming โ€“ but a few well-timed decisions could make a big difference to your financial future.

๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐š๐ซ๐ญ๐ข๐œ๐ฅ๐ž ๐ก๐ž๐ซ๐ž: https://twd.com.au/a-super-eofy-playbook/

Thank you ๐ƒ๐š๐ง๐ข๐ž๐ฅ for entrusting us ๐Ÿ™
24/05/2026

Thank you ๐ƒ๐š๐ง๐ข๐ž๐ฅ for entrusting us ๐Ÿ™

โ€œ๐ฟ๐‘–๐‘ฃ๐‘–๐‘›๐‘” ๐‘ค๐‘’๐‘™๐‘™ ๐‘“๐‘œ๐‘Ÿ ๐‘š๐‘’ ๐‘–๐‘  ๐‘Ÿ๐‘’๐‘™๐‘Ž๐‘ก๐‘’๐‘‘ ๐‘ก๐‘œ ๐‘’๐‘ฅ๐‘๐‘’๐‘Ÿ๐‘–๐‘’๐‘›๐‘๐‘’๐‘ .โ€Meet ๐“๐ซ๐จ๐ฒ ๐Œ๐š๐œ๐Œ๐ข๐ฅ๐ฅ๐š๐ง, our Chief Executive Officer here at ๐“๐ก๐ž ๐–๐ž๐š๐ฅ๐ญ๐ก ๐ƒ๐ž๐ฌ๐ข๐ ...
19/05/2026

โ€œ๐ฟ๐‘–๐‘ฃ๐‘–๐‘›๐‘” ๐‘ค๐‘’๐‘™๐‘™ ๐‘“๐‘œ๐‘Ÿ ๐‘š๐‘’ ๐‘–๐‘  ๐‘Ÿ๐‘’๐‘™๐‘Ž๐‘ก๐‘’๐‘‘ ๐‘ก๐‘œ ๐‘’๐‘ฅ๐‘๐‘’๐‘Ÿ๐‘–๐‘’๐‘›๐‘๐‘’๐‘ .โ€

Meet ๐“๐ซ๐จ๐ฒ ๐Œ๐š๐œ๐Œ๐ข๐ฅ๐ฅ๐š๐ง, our Chief Executive Officer here at ๐“๐ก๐ž ๐–๐ž๐š๐ฅ๐ญ๐ก ๐ƒ๐ž๐ฌ๐ข๐ ๐ง๐ž๐ซ๐ฌ.

โ€œ๐ป๐‘Ž๐‘๐‘๐‘–๐‘›๐‘’๐‘ ๐‘  ๐‘–๐‘  ๐‘ ๐‘๐‘’๐‘›๐‘‘๐‘–๐‘›๐‘” ๐‘ก๐‘–๐‘š๐‘’ ๐‘ค๐‘–๐‘กโ„Ž ๐‘š๐‘ฆ ๐‘“๐‘Ž๐‘š๐‘–๐‘™๐‘ฆ, ๐‘๐‘’๐‘–๐‘›๐‘” ๐‘กโ„Ž๐‘’๐‘Ÿ๐‘’ ๐‘“๐‘œ๐‘Ÿ ๐‘š๐‘ฆ ๐‘˜๐‘–๐‘‘๐‘ , ๐‘Ž๐‘›๐‘‘ ๐‘’๐‘ฅ๐‘๐‘’๐‘Ÿ๐‘–๐‘’๐‘›๐‘๐‘–๐‘›๐‘” ๐‘™๐‘–๐‘“๐‘’ ๐‘ก๐‘œ๐‘”๐‘’๐‘กโ„Ž๐‘’๐‘Ÿ. ๐ผโ€™๐‘ฃ๐‘’ ๐‘Ž๐‘™๐‘ค๐‘Ž๐‘ฆ๐‘  ๐‘๐‘’๐‘’๐‘› ๐‘Ž ๐‘๐‘–๐‘” ๐‘ก๐‘Ÿ๐‘Ž๐‘ฃ๐‘’๐‘™๐‘™๐‘’๐‘Ÿ, ๐‘คโ„Ž๐‘’๐‘กโ„Ž๐‘’๐‘Ÿ ๐‘œ๐‘ฃ๐‘’๐‘Ÿ๐‘ ๐‘’๐‘Ž๐‘  ๐‘œ๐‘Ÿ ๐‘Ž๐‘ก ๐‘š๐‘ฆ ๐‘“๐‘Ž๐‘ฃ๐‘œ๐‘ข๐‘Ÿ๐‘–๐‘ก๐‘’ ๐‘ ๐‘๐‘œ๐‘ก ๐‘–๐‘› ๐ท๐‘ข๐‘›๐‘ ๐‘๐‘œ๐‘Ÿ๐‘œ๐‘ข๐‘”โ„Ž, ๐‘ ๐‘œ ๐‘ โ„Ž๐‘Ž๐‘Ÿ๐‘–๐‘›๐‘” ๐‘ก๐‘Ÿ๐‘Ž๐‘ฃ๐‘’๐‘™ ๐‘’๐‘ฅ๐‘๐‘’๐‘Ÿ๐‘–๐‘’๐‘›๐‘๐‘’๐‘  ๐‘ค๐‘–๐‘กโ„Ž ๐‘กโ„Ž๐‘œ๐‘ ๐‘’ ๐ผ ๐‘™๐‘œ๐‘ฃ๐‘’ ๐‘š๐‘œ๐‘ ๐‘ก ๐‘š๐‘’๐‘Ž๐‘›๐‘  ๐‘ ๐‘œ ๐‘š๐‘ข๐‘โ„Ž ๐‘ก๐‘œ ๐‘š๐‘’.

๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก ๐‘œ๐‘“ ๐‘™๐‘–๐‘ฃ๐‘–๐‘›๐‘” ๐‘š๐‘ฆ ๐‘๐‘’๐‘ ๐‘ก ๐‘™๐‘–๐‘“๐‘’ ๐‘–๐‘  ๐‘š๐‘Ž๐‘˜๐‘–๐‘›๐‘” ๐‘ ๐‘ข๐‘Ÿ๐‘’ ๐ผ ๐‘ก๐‘Ÿ๐‘Ž๐‘ฃ๐‘’๐‘™ ๐‘๐‘Ž๐‘๐‘˜ ๐‘ก๐‘œ ๐ฝ๐‘Ž๐‘๐‘Ž๐‘› ๐‘Ž๐‘  ๐‘œ๐‘“๐‘ก๐‘’๐‘› ๐‘Ž๐‘  ๐‘๐‘œ๐‘ ๐‘ ๐‘–๐‘๐‘™๐‘’โ€”๐‘๐‘Ž๐‘Ÿ๐‘ก๐‘–๐‘๐‘ข๐‘™๐‘Ž๐‘Ÿ๐‘™๐‘ฆ ๐‘ก๐‘œ ๐‘‚๐‘˜๐‘–๐‘›๐‘Ž๐‘ค๐‘Žโ€”๐‘ก๐‘œ ๐‘–๐‘š๐‘š๐‘’๐‘Ÿ๐‘ ๐‘’ ๐‘š๐‘ฆ๐‘ ๐‘’๐‘™๐‘“ ๐‘–๐‘› ๐‘กโ„Ž๐‘’ ๐‘๐‘ข๐‘™๐‘ก๐‘ข๐‘Ÿ๐‘’, ๐‘’๐‘Ž๐‘ก ๐‘š๐‘ฆ ๐‘“๐‘Ž๐‘ฃ๐‘œ๐‘ข๐‘Ÿ๐‘–๐‘ก๐‘’ ๐‘“๐‘œ๐‘œ๐‘‘, ๐‘Ž๐‘›๐‘‘ ๐‘ก๐‘Ÿ๐‘Ž๐‘–๐‘› ๐‘˜๐‘Ž๐‘Ÿ๐‘Ž๐‘ก๐‘’ ๐‘ค๐‘–๐‘กโ„Ž ๐‘š๐‘ฆ ๐‘†๐‘’๐‘›๐‘ ๐‘’๐‘– ๐‘–๐‘› โ„Ž๐‘–๐‘  ๐‘ก๐‘Ÿ๐‘Ž๐‘‘๐‘–๐‘ก๐‘–๐‘œ๐‘›๐‘Ž๐‘™ ๐‘‘๐‘œ๐‘—๐‘œ. ๐‘‡โ„Ž๐‘–๐‘  ๐‘–๐‘  ๐‘คโ„Ž๐‘’๐‘› ๐‘™๐‘–๐‘“๐‘’ โ„Ž๐‘–๐‘ก๐‘  ๐‘กโ„Ž๐‘’ ๐‘๐‘Ž๐‘ข๐‘ ๐‘’ ๐‘๐‘ข๐‘ก๐‘ก๐‘œ๐‘› ๐‘“๐‘œ๐‘Ÿ ๐‘š๐‘’, ๐‘Ž๐‘›๐‘‘ ๐ผ ๐‘๐‘Ž๐‘› ๐‘Ÿ๐‘’๐‘“๐‘™๐‘’๐‘๐‘ก ๐‘Ž๐‘›๐‘‘ ๐‘Ž๐‘๐‘˜๐‘›๐‘œ๐‘ค๐‘™๐‘’๐‘‘๐‘”๐‘’ โ„Ž๐‘œ๐‘ค ๐‘ก๐‘Ÿ๐‘ข๐‘™๐‘ฆ ๐‘”๐‘Ÿ๐‘Ž๐‘ก๐‘’๐‘“๐‘ข๐‘™ ๐ผ ๐‘Ž๐‘š ๐‘“๐‘œ๐‘Ÿ ๐‘š๐‘ฆ ๐‘™๐‘–๐‘“๐‘’.โ€

At The Wealth Designers, weโ€™re committed to helping people to LIVE WELLโ„ข; to live with both money and meaning.

A BIG thank you to Justin for this wonderful review โญโญโญโญโญwww.twd.com.au
17/05/2026

A BIG thank you to Justin for this wonderful review โญโญโญโญโญ

www.twd.com.au

Meet ๐‰๐จ๐ฌ๐ก๐ฎ๐š ๐‘๐ž๐ง๐๐ž๐ฅ๐ฅ, now officially a ๐–๐ž๐š๐ฅ๐ญ๐ก ๐€๐๐ฏ๐ข๐ฌ๐ž๐ซ at The Wealth Designers.Joshua recently completed his Professional ...
12/05/2026

Meet ๐‰๐จ๐ฌ๐ก๐ฎ๐š ๐‘๐ž๐ง๐๐ž๐ฅ๐ฅ, now officially a ๐–๐ž๐š๐ฅ๐ญ๐ก ๐€๐๐ฏ๐ข๐ฌ๐ž๐ซ at The Wealth Designers.

Joshua recently completed his Professional Year and was recognised as a qualified adviser โ€“ a significant milestone that reflects years of study, dedication and hands-on experience.

Throughout his time with us, Joshua has developed strong technical expertise alongside a thoughtful, client-first approach. This balance of discipline and perspective carries through all areas of his life โ€“ whether heโ€™s supporting clients through important financial decisions or exploring Western Australiaโ€™s coastline and hills in his downtime.

Weโ€™re proud to see him step into this next chapter and look forward to the impact he will continue to have on the families he works with.

Congratulations, Joshua.

Thank you David for entrusting us ๐Ÿ™www.twd.com.au
10/05/2026

Thank you David for entrusting us ๐Ÿ™

www.twd.com.au

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Level 4/40 Kings Park Road West Perth
Perth, WA
6005

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