WB Financial Australia 32 Logan Road, Woolloongabba, Queensland 4102

Welcome to WB Financial Australia, located at 32 Logan Road in Woolloongabba. As an established financial institution, we have gained extensive experience over the years, allowing us to offer you expert advice on achieving your financial and lifestyle goals. Our unique approach, which we call the 'Advice Process,' ensures that we guide you throughout your entire journey with WB Financial.

One of our core services is assisting with SMSF Establishment and Ongoing Financial Advice, providing holistic retirement planning solutions for your superannuation. We understand that life insurance can be complex, so we are here to help you navigate the various options, including Death, Total & Permanent Disability, Trauma, and Income Protection covers.

We also recognize the importance of protecting your business as a valuable asset. Our team can help you develop a risk protection strategy, incorporating Key Person, Income Protection, and Trauma Insurance to safeguard your business's future value.

At WB Financial, we believe in making smart decisions to grow your wealth. Our knowledgeable advisors will help you understand different investment types and risks, ensuring that you are comfortable with your choices.

If you would like to discuss your situation, we invite you to book a call with us. We are committed to helping you achieve what matters most to you and believe that our shared values form the foundation of our journey together.

Stay informed with the latest updates by reading our insights on the 2023 Federal Budget and how it may impact your wealth creation and retirement funding strategies. We provide valuable information on tax, superannuation, and social security for individuals and businesses.

Feel free to get in touch with us or book a call to discover how WB Financial can assist you. We value building strong and trusting relationships with our clients, ensuring that we provide the best-fit solutions for your needs.

Please note that WB Financial Australia operates under the corporate authorized representative Presidio Financial Services Pty Ltd, with ABN 67 118 833 168. Our office is located at Level 1, 32 Logan Road, Woolloongabba, QLD, 4102.

Additionally, we are affiliated with Infocus Securities Australia Pty Ltd, with ABN 47 097 797 049 and AFSL 236523. Their office address is Level 2, Cnr Maroochydore Road & Evans St, Maroochydore, QLD, 4558.

We want to emphasize that the material on this website is intended for general information purposes only and should not be considered specific advice for any individual. Our advice is of a general nature and does not take into account your specific investment objectives, financial situation, or needs. Before making any investment decisions based on our advice, we recommend considering your unique circumstances with or without the assistance of a securities adviser. The examples provided on our website are for illustrative purposes only.

While we strive to ensure the accuracy of the information on this website, we, along with our officers, representatives, employees, and agents, disclaim any liability for errors, inaccuracies, or omissions. We cannot be held responsible for any loss or damage suffered by individuals relying on the information provided here, except for any liability that cannot be excluded by law.

Thank you for considering WB Financial Australia as your trusted financial partner. We look forward to assisting you on your financial journey.