The Wealth Designers

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

Congratulations to ๐ƒ๐š๐ฐ๐ง ๐“๐ก๐จ๐ฆ๐š๐ฌ ๐‚๐…๐ยฎ, Senior Wealth Adviser, who is a finalist for the ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐…๐€๐€๐€ ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐ž๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ฅ๐š๐ง...
08/10/2026

Congratulations to ๐ƒ๐š๐ฐ๐ง ๐“๐ก๐จ๐ฆ๐š๐ฌ ๐‚๐…๐ยฎ, Senior Wealth Adviser, who is a finalist for the ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐…๐€๐€๐€ ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐ž๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ฅ๐š๐ง๐ง๐ž๐ซยฎ ๐๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ.

Dawn is one of three finalists nationally. The award recognises a CFPยฎ practitioner whose advice has led to strong client outcomes and who meets the highest professional standards.

Much of Dawn's career has been spent helping people feel more confident about money, from financial education for families to the day-to-day advice she gives her clients. An award judged on client outcomes is a fitting recognition of that work.

Congratulations also to fellow finalists. The winner will be announced at the FAAA Awards Gala Dinner during FAAA Congress in Melbourne on 26 November.

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/dawn-finalist-in-cfp-professional-of-the-year/

We spend our days helping clients plan for the future โ€“ but sometimes, itโ€™s important to pause and think about our own.T...
06/10/2026

We spend our days helping clients plan for the future โ€“ but sometimes, itโ€™s important to pause and think about our own.

The TWD team recently stepped away from our desks for TWD Day: an opportunity to reflect on how far weโ€™ve come, reconnect with our collective โ€œwhyโ€ and look ahead to whatโ€™s next.

A highlight was an engaging session with futurist and author ๐†๐ข๐ก๐š๐ง ๐๐ž๐ซ๐ž๐ซ๐š, who encouraged us to think differently about the changing world of work and the role AI can play within it.

๐‘๐ž๐š๐ ๐ฆ๐จ๐ซ๐ž ๐š๐›๐จ๐ฎ๐ญ ๐ข๐ญ ๐ก๐ž๐ซ๐ž: https://twd.com.au/twd-day-time-to-reflect-learn-and-look-ahead/

Great advice needs a great team behind it. Could you help lead ours?Weโ€™re hiring an ๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ซ to join ๐“๐ก๐ž ๐–๐ž๐š๐ฅ๐ญ...
06/10/2026

Great advice needs a great team behind it. Could you help lead ours?

Weโ€™re hiring an ๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ซ to join ๐“๐ก๐ž ๐–๐ž๐š๐ฅ๐ญ๐ก ๐ƒ๐ž๐ฌ๐ข๐ ๐ง๐ž๐ซ๐ฌ in West Perth.

Reporting to our Chief Operating Officer, youโ€™ll lead day-to-day operations across client service, administration and operational support โ€“ building capable teams and improving the systems and workflows that help our advisers deliver high-quality advice.

Youโ€™ll be joining a workplace that values inclusion, diversity, collaboration and new ideas โ€“ and encourages our people to live well.

If you have operations management experience in financial planning, wealth management or financial services, weโ€™d love to hear from you.

๐•๐ข๐ž๐ฐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ-๐ญ๐ข๐ฆ๐ž ๐ซ๐จ๐ฅ๐ž ๐š๐ง๐ ๐š๐ฉ๐ฉ๐ฅ๐ฒ ๐ฏ๐ข๐š ๐’๐ž๐ž๐ค: https://www.seek.com.au/job/94723391

A BIG thank you to Vivienne for this wonderful review โญโญโญโญโญwww.twd.com.au
04/10/2026

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

www.twd.com.au

What does your life actually need more of?Most peopleโ€™s first instinct might be money โ€“ but dig a little deeper and the ...
29/09/2026

What does your life actually need more of?

Most peopleโ€™s first instinct might be money โ€“ but dig a little deeper and the answer is often more time with loved ones, greater freedom or less stress.

In our latest article, we explore how your dreams for the future can shape your financial strategy and help you create a life with money and meaning. We also share a simple exercise to help you identify what truly matters.

๐‘๐ž๐š๐ ๐ข๐ญ ๐ก๐ž๐ซ๐ž: https://twd.com.au/what-does-your-life-actually-need-more-of-money-isnt-always-the-answer/

22/09/2026

When was the last time you concentrated on one thing for more than three minutes?

If that question feels confronting, then we recommend you listen to our recent ๐’๐“๐€๐‘๐“ ๐–๐„๐‹๐‹ podcast episode, where ๐ƒ๐š๐ฐ๐ง ๐“๐ก๐จ๐ฆ๐š๐ฌ and ๐Œ๐ข๐œ๐ก๐ž๐ฅ๐ฅ๐ž ๐…๐ฅ๐š๐ง๐š๐ ๐š๐ง review Johann Hariโ€™s bestselling book, ๐‘†๐‘ก๐‘œ๐‘™๐‘’๐‘› ๐น๐‘œ๐‘๐‘ข๐‘ .

Tech companies are stealing our precious time that could be used for learning, connection, exercise, creativity and following our passions โ€“ all the things that contribute to a life well-lived.

But what does this mean for young people, and how can we broach the conversation with them?

๐‘๐ž๐š๐ ๐จ๐ฎ๐ซ ๐ซ๐ž๐œ๐š๐ฉ ๐ก๐ž๐ซ๐ž: https://twd.com.au/stolen-focus/

21/09/2026

What could getting just 1% better every day mean for your life โ€“ and your finances?

In a recent episode of ๐’๐“๐€๐‘๐“ ๐–๐„๐‹๐‹ยฎ, Dawn was joined by our resident book reviewer ๐Œ๐ข๐œ๐ก๐ž๐ฅ๐ฅ๐ž ๐…๐ฅ๐š๐ง๐š๐ ๐š๐ง to discuss James Clearโ€™s bestselling book, ๐ด๐‘ก๐‘œ๐‘š๐‘–๐‘ ๐ป๐‘Ž๐‘๐‘–๐‘ก๐‘ .

Together, they explore how small, consistent actions can help us:
โ€ข Build healthier financial habits
โ€ข Create systems that support our goals
โ€ข Make progress feel more visible
โ€ข Help our children develop positive routines and identities

Discover why meaningful change doesnโ€™t have to happen all at once โ€“ and how one small action is the best place to start.

๐‘๐ž๐š๐ ๐จ๐ฎ๐ซ ๐ซ๐ž๐œ๐š๐ฉ ๐ก๐ž๐ซ๐ž: https://twd.com.au/atomic-habits/

In this episode of ๐’๐“๐€๐‘๐“ ๐–๐„๐‹๐‹ยฎ, we explore one of the most influential behaviour change books of our timeโ€”๐ด๐‘ก๐‘œ๐‘š๐‘–๐‘ ๐ป๐‘Ž๐‘๐‘–๐‘ก๐‘  ...
20/09/2026

In this episode of ๐’๐“๐€๐‘๐“ ๐–๐„๐‹๐‹ยฎ, we explore one of the most influential behaviour change books of our timeโ€”๐ด๐‘ก๐‘œ๐‘š๐‘–๐‘ ๐ป๐‘Ž๐‘๐‘–๐‘ก๐‘  by James Clear.

With over 25 millions of copies sold worldwide, this book has reshaped how we think about habits, motivation, and long-term success.
But this conversation goes beyond personal development.

We focus on how parents can apply these ideas to help children and teens build habits that actually stickโ€”whether itโ€™s study routines, screen time, health, or money behaviours.

Because raising capable young people isnโ€™t about perfectionโ€ฆ itโ€™s about creating systems that make good choices easier.

๐Š๐ž๐ฒ ๐“๐ก๐ž๐ฆ๐ž๐ฌ ๐–๐ž ๐„๐ฑ๐ฉ๐ฅ๐จ๐ซ๐ž
Systems Over Goals

We unpack the idea that:
- You donโ€™t rise to the level of your goalsโ€”you fall to the level of your systems.
- While goals give direction, itโ€™s daily systems and routines that drive results. For kids, this means shifting focus from outcomes (grades, performance) to repeatable behaviours.

๐ˆ๐๐ž๐ง๐ญ๐ข๐ญ๐ฒ-๐๐š๐ฌ๐ž๐ ๐‡๐š๐›๐ข๐ญ๐ฌ
One of the most powerful ideas from the book:
- The goal is not to read a book, the goal is to become a reader.
- We explore how helping kids shape identityโ€” โ€œIโ€™m someone who studiesโ€ or โ€œIโ€™m someone who shows upโ€โ€” can lead to more sustainable behaviour change than external pressure alone.

๐“๐ก๐ž ๐‡๐š๐›๐ข๐ญ ๐‹๐จ๐จ๐ฉ
Every habit follows a pattern:
Cue โ†’ Craving โ†’ Response โ†’ Reward

We discuss how this plays out in everyday life.

๐‘๐ž๐š๐ ๐จ๐ฎ๐ซ ๐ซ๐ž๐œ๐š๐ฉ ๐ก๐ž๐ซ๐ž: https://twd.com.au/atomic-habits/

Everyone deserves the chance to reach their full potential โ€“ but many women in male-dominated fields, particularly sport...
15/09/2026

Everyone deserves the chance to reach their full potential โ€“ but many women in male-dominated fields, particularly sport, still face hurdles, including lack of opportunity, pay disparity and discrimination.

Here at ๐“๐ก๐ž ๐–๐ž๐š๐ฅ๐ญ๐ก ๐ƒ๐ž๐ฌ๐ข๐ ๐ง๐ž๐ซ๐ฌ, weโ€™re proud to say that 60% of our team is female, and supporting women on their financial journeys is a core part of our philosophy.

Hereโ€™s why we believe supporting women in sport โ€“ financially, professionally and personally โ€“ is so important: https://twd.com.au/supporting-women-in-sport-is-an-investment-in-our-future/

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

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