WB Financial

Welcome to WB Financial, a trusted establishment located at 78 Catalano Circuit, Canning Vale, Australia. With our extensive experience in the finance industry, we are here to guide you on your journey towards achieving your financial and lifestyle goals. At WB Financial, we believe in the power of the 'Advice Process', which starts from the moment you meet with us and continues throughout our relationship.

Our range of services includes SMSF Establishment and Ongoing Financial Advice, providing holistic retirement planning solutions for your superannuation. We understand that life insurance can be complex, which is why we offer guidance in choosing the right cover for you and your loved ones. Whether it's Death, Total & Permanent Disability, Trauma, or Income Protection, we will help you navigate through the options and consider the important factors.

We also recognize the value of your business as a major asset. Our team can assist you in protecting it on a day-to-day basis and realizing its full future value. By incorporating Key Person, Income Protection, and Trauma Insurance into your business, we can help build a risk protection strategy tailored to your needs.

Growing your wealth requires smart decision-making and understanding the investments and risks that align with your comfort level. WB Financial is here to provide you with the necessary knowledge and support to successfully grow your wealth.

If you would like to discuss your financial situation, feel free to book a call with us. We are committed to assisting you in achieving what is important to you, and we believe that our shared values will form the foundation of a strong and trustworthy relationship.

Stay updated with the latest information on wealth creation and retirement funding strategies by reading our takeouts from the 2023 Federal Budget. We analyze the implications for individuals and businesses, including tax, superannuation, and social security, which may impact your financial plans.

For any inquiries or to learn more about how we can assist you, please get in touch or book a call. WB Financial is a trading name of Presidio Financial Services Pty Ltd, ABN 67 118 833 168, Corporate Authorised Representative No. 312532, located at Level 1, 32 Logan Road Woolloongabba, QLD, 4102, PO Box 1186, Coorparoo DC, QLD, 4151. We are also affiliated with Infocus Securities Australia Pty Ltd, ABN 47 097 797 049, AFSL 236523, located at Level 2, Cnr Maroochydore Road & Evans St, Maroochydore, QLD, 4558.

Please note that the material on this website is for general information purposes only and should not be considered as specific advice for any individual. Our advice is of a general nature and does not take into account your particular investment objectives, financial situation, and specific needs. Before making any investment decisions, we recommend considering your investment needs, objectives, and financial circumstances with or without the assistance of a securities adviser. The examples provided on this website are for illustrative purposes only. While we strive to ensure the accuracy of the information contained on this website, we disclaim any liability for errors, inaccuracies, or omissions, and any loss or damage that may occur as a result of relying on this information.