The Superannuation and Business Planning experts
WB Financial has lived and evolved through its immense experiences over a long time – we don’t just offer you advice on how to achieve your financial and lifestyle goals; we take you on a journey which we refer to as the ‘Advice Process’. This process commences from the moment you meet with us, and will last throughout the life of your relationship with WB Financial.
Specialist Self-Managed Superannuation Fund (SMSF) Advisory
SMSF Establishment and Ongoing Financial Advice — holistic Superannuation retirement planning
Insurance & Superannuation for Individuals
Protect your loved ones and your lifestyle. Life insurance, including Death, Total & Permanent Disability, Trauma, and Income Protection, can be complex. We will help you decide which cover is right for you and the issues that you need to consider.
Small to Medium Enterprise (SME) Business Protection Strategies
Your Business is a major asset - we can assist you to protect it day-to-day and realise its full future value. We can build a risk protection strategy into you r business using Key Person, Income Protection, and Trauma Insurance.
Make smart decisions to successfully grow your wealth and gain an understanding of the types of investments and risks you are comfortable with.
If you would like an initial chat about your situation, feel free to book a call and find out how we assist, to achieve the things that are important to you. We trust that you will gain a sense of the values that we believe are fundamental for our journey together.
If we are to work together, we will build a ‘best fit’ relationship; and one of great trust.