Our Financial Advisory arm, WB Financial Australia, are specialists in holistic Financial Advice and Self-Managed Superannuation Funds (SMSF). We take the time to genuinely understand your goals and current circumstances so we can develop a strategy to create the lifestyle that you seek.
Whether you need advice and guidance on specific matters; or detailed, step-by-step support, we will tailor a plan to ensure that you achieve financial independence and success.
Our modelling tools will show you the financial future you’re currently heading towards compared with what you could achieve by adopting alternative approaches. This comprehensive plan will help you to see where your financial choices are leading, to ensure that you invest with confidence.
Below are some key areas that we will assist you in:
- Wealth Creation and Planning for Financial Independence – This means something different to everyone. Want to work less? Want to work more? Want your investments to fund your lifestyle? Planning for your financial independence improves your probability of success by improving opportunity and reducing mistakes.
- Superannuation – We’ll help you to understand the important role superannuation plays in your retirement plan. We’ll also help you to navigate the investment opportunities provided by Self-Managed Superannuation Funds (SMSF) so that you can tailor your super investment to your lifestyle and goals.
- Investment Management – We’ll help you to understand your Risk Profile so that you can follow a strategy that fits your needs. We’ll provide you with thoroughly-researched investment options and educate you so that you can make better, more informed decisions.
- Life | Income Protection – We’ll ensure you and your family is cared for in the event of the unexpected, by recommending affordable policies that meet your needs.
- Lifestyle Funding – We’ll ensure that your financial strategy delivers the lifestyle that you’re seeking to create. We’ll create milestones to help you track your progress towards your goals.
- Working with your Business – As a business owner, you have a complex set of financial needs. We ‘ll provide advice to help you more-effectively manage capital expenditure, future growth, asset protection, tax, risk mitigation, and cashflow.
- Estate Planning – Help reduce the stress and burden on your family. We’ll assist you to create a plan that makes the transition easier for all parties when the time arrives to pass on your estate.
We also specialise in:
- Commercial and Business Loans
- Home Loans and Investment Loans
- Construction | Development Finance
- Vehicle Finance | Equipment Finance
- Business Growth | Cashflow
- Self-Managed Superannuation (SMSF) Fund Borrowing
- Ongoing Credit Advice
- Ongoing negotiation with you finance providers
Our Affiliate | Referral Service
- General Insurance
- Legal and Conveyancing
- Building and Pest
- Depreciation Schedules
- Property Management
- Real Estate Sales