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.
As we head into the festive season, we hope you find time to rest, reset, and celebrate the moments that matter most. Thank you for your trust and support throughout the year – we truly appreciate it!
Our office will be closed from Monday, 22 December 2025, and will reopen on Monday, 5 January 2026, for the holiday break. During this time, we will recharge and prepare for another big year ahead.
For urgent matters that arise at this time, we will, of course, be happy to assist you – please don't hesitate to reach out if you have any questions.
Wishing you a joyful holiday season and a bright start to 2026!
Financial News & Updates
Getting Ready to Meet Your Financial Adviser: A Practical Guide
Mastering Your Money: The 50/30/20 Budget Rule
Economic update: October 2025
Get in touch
Feel free to get in touch or book a call to find out how we can assist you.
