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.

There were not too many surprises in this year’s Federal Budget with the Treasurer, Wayne Swan, delivering what he described as a ‘no frills responsible’ budget. There were a couple of sweeteners such as the 50% discount for interest income and a standard tax deduction for work related expenses, but many of the measures that impact on financial planning just reconfirmed the Governments response to the Henry review.

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SuperManager is here now
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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