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.


With the headlines proclaiming ‘doom and gloom’ due to a volatile financial market, it can be difficult to stay focused. But it’s not all bad. The change in market conditions acts as a reminder about the fundamentals of investing.

In crisis comes opportunity

“The market is an incredibly effective mechanism for transferring wealth from the impatient to the patient.”
~ Warren Buffet, Ranked the world’s richest person, Forbes Magazine 2008

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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