Achieving your lifestyle choices.

WB Financial Management (WBFM) is one of Australia’s most respected financial planning groups. At WBFM, every client is important. No matter what age or at what financial phase you are in, we can help you to secure your financial future. We do this by understanding you and your financial goals before delivering independent wealth creation and management solutions.


The latest Federal Budget has now been released and we have summarised the key points for our clients. To view more about the significant tax cuts for working families, assistance for first home buyers, means testing of the baby budget, increase of the Medicare Levy and much more, click here

WB Financial judged best practice December 2007
WB Financial St Leonards has been judged Australia's most outstanding financial advice business in IFA's Best Practice Awards 2007. The predominantly fee-for-service practice on Sydney's lower north shore beat more than 200 practices vying for the title. Read more

WB Financial awarded ISO quality assurance certificate
WB Financial Management claims to have become the first independently owned dealer group in Australia to have been awarded a quality assurance (QA) certificate through the International Standards Organisation (ISO). Read more