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.
Federal Budget Summary 2024
In this special report, we look at the key takeouts from the 2024 Federal Budget and what it means for individuals and businesses, for tax, superannuation and social security that may impact wealth creation and retirement funding strategies.
Financial News & Updates
Understanding Risk vs. Reward in Investing
Economic Update: September 2024
