Securing your financial freedom
The superannuation and business planning experts
We take you through the advice process to achieve your financial and lifestyle goals. This process commences from your initial meeting with us and is an ongoing relationship with WB Financial throughout your life journey.
Specialist self-managed superannuation fund (SMSF) advisory
SMSF establishment and ongoing SMSF financial advice—holistic retirement planning.
Insurance and superannuation for individuals
Protect your loved ones and your lifestyle. Life insurance including death, total and permanent disability, trauma, and income protection can be complex. We will help you decide which cover is right for you and the issues you need to consider.
Small to medium enterprise (SME) business protection strategies
Your business is a major asset. We provide risk protection strategies such as key person, income protection, and trauma cover.
Investments
Make smart decisions to grow your wealth and understand the types of investments and risks you are comfortable with.
If you would like an initial chat about your situation, feel free to contact us and find out how you can achieve what's important to you. We trust that you will gain a sense of the values we believe are fundamental for our journey together. We will build a best-fit relationship and one of great trust.
This special report highlights key insights from the 2025 Federal Budget and implications for tax, superannuation, and social security, which may impact your wealth creation and retirement funding strategies.
Financial News & Updates
Economic Update – May 2025
Mastering Your Finances: The 50 / 30 / 20 Budget Rule
Economic Update – April 2025
Get in touch
Feel free to get in touch or book a call to find out how we can assist you.
