What is a Presidio?
Presidio is derived from the Spanish word, meaning “Fortress”, with the intent of protecting its holdings and the missions of its occupants. In adopting this name, we made the decision to be exactly that for our clients: we are a base, a fortress, that can be relied upon.
A fortress of strength, security, and reliability
Protecting its occupants.
Presidio Group consists of separate advice and affiliated entities concentrating on Lending, Financial Advice, and Accounting Administration services. These entities are Presidio Finance Consulting, WB Financial Australia, and Australian Super Manager.
Each entity can work seamlessly with the other in order to achieve coordinated results for our clients.
Each entity is appropriately licensed where necessary. Presidio Finance Consulting is the holder of an Australian Credit License (ACL) 391109.
WB Financial Australia is a Corporate Authorised Representative (CAR) 312532 of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 Australian Financial Services License (AFSL) 236523.
Australian Super Manager’s tax agents’ liability is limited by a scheme approved under Professional Standards Legislation – ABN 34 146 029 521.
Our primary objective is to make sure you are informed and armed with the tools to make good financial decisions. We do this with a simple philosophy of making the following available to our customers:
What, Why, When, Where and Who
- What opportunities exist for me?
- What to look out for.
- What questions do I have?
- Why the opportunity has risk.
- Why would I, or wouldn’t I?
- Why will one choice affect the next?
- When is the right time to take action?
- When will this opportunity become fruitful?
- Where are the benefits?
- Where are the pitfalls?
- Where will this lead?
- Who will provide options that I need?
- Who can I speak to?
We aim to make these questions, ones that you feel comfortable asking us. We will provide honest answers from a place of integrity, with your interests first at all times. We are passionate about what we do, and this is fundamental to our team.
