About us
WBF holds an Australian Financial Services Licence (AFSL 236 839) and is a Member of the Association of Independently Owned Financial Planners and is a saphire partner of the Association of Financial Advisers (AFA). WBF has made a commitment to the industry to act at all times in accordance with the AFA’s Code of Ethics.
At WB we operate by a strong set of values in all of the work we do with clients and in our every day practices -
Honesty and Openness
We will be realistic, frank and direct in our discussions with you and need you to be the same with us.
Mutual Understanding
While we are the architects of the financial journey process, it is vital you understand our advice and how it can help you. In other words, “you” must “own” the strategies and commit to the advice process.
Accountability
Achieving your goals will be a function of the strategies designed for you and your own behaviour in implementing them. We have a mutual responsibility to perform.
Lifestyle Choices
You pay us not only for what we do, but for what we know. Our role is to support you in achieving your objectives. This means we will help you enjoy the lifestyle choices that are important to you while guiding you through life’s challenges.
WB Financial Management Pty Ltd | AFSL 236 839/ABN 71 073 303 885
WB Credit Management Pty Ltd | ACL 386 671 /ACN 145 548 018