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.

We've moved. Same trusted team, new address.

From 31 July 2026, you'll find us at 2/10 Buchanan St (cnr Anthony St), West End Qld 4101. Our new office marks an exciting chapter as we head into the new financial year. While our address changes, our commitment to specialist SMSF advice and helping you achieve your lifestyle choices remains exactly the same. We look forward to welcoming you to West End.

Financial News & Updates

How to talk to your family about the great wealth transfer

Sep 15, 2026

As Australians prepare to pass significant wealth to the next generation, an open family conversation about inheritance and estate planning can help protect your legacy and your loved ones.

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Senior fashionable woman working at home

5 superannuation changes to check before year end

Sep 8, 2026

From higher contribution limits to your investment mix, here are five simple super checks that could make a real difference to your retirement savings before year-end.

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