About us

What differentiates Wealth By Design?

Personalised Board of Advice Facilitator of Advice Needs Advice Process that starts with You Professional Advice Fee Clarity Quality Accredited Practice The factors that differentiate Wealth By Design mean that we are able to provide expert guidance via specialist in-house and strategically aligned advisers, tailored with specific reference to your lifestyle goals and objectives Our fees are determined by the complexity of your needs and the value we provide to you in achieving your outcomes. They are determined and presented to you in writing prior to proceeding.

The genesis of Wealth By Design

Wealth By Design was borne from the background experience and future vision of its two founding partners, Rory Mooney and Tim Rogers. On 1 July 2003 Wealth By Design was launched with the express purpose of providing quality financial advice to clients around the creation, protection and succession of their wealth.

As a facilitator of advice needs Wealth By Design will communicate with our clients other professionals, such as their own accountant, lawyer or banker, or if requested will call on the services of those professionals with whom we have developed strategic alliances.

Whilst continuing to build on the traditional advice offering, our mandate has been to further broaden the professional capability of the firm by combining the intellectual capability and experience of respected, credentialed advice personnel.