Build and protect your wealth

Who We Are
What We Do

We are a privately owned, referral only wealth management firm and have been successfully providing personal advice since 1992.

Our Team

Our team hold some of the highest financial designations recognised worldwide.

WHO WE ARE

Our Services

Our expertise combines technical excellence, independent research and integrity.

WHAT WE DO

Our Values

Establishing trusted relationships with our clients is of paramount importance to us.

WHY WE DO IT

97% of respondents indicated a willingness
to refer us in a recent client survey.

VIEW SURVEY RESULTS
“

I appreciate the fact that I never feel I am being "sold" something
and I have full trust in the advisers' tax and superannuation knowledge and ethics.

Anonymous client survey comment
“

As an Accountant, it is very satisfying to be given advice to complement what I know or have done.
Investments are not changed for the sake of change. Changes that are made are fully supported with
documented evidence. We are considered as individuals as well as a partnership.

Anonymous client survey comment
“

It was important to us that our expectations were listened to and a plan developed to deliver on those
expectations. The FB Wealth Management team were excellent and demonstrated a very detailed understanding of our position and the strategy to achieve it.

Anonymous client survey comment

Who We Advise

Young Professionals,
Couples and Families

By working collaboratively with you, we develop wealth management plans that evolve with your changing needs.

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Business Owners
and Professionals

We understand your time is valuable and offer cost effective, clear advice that produces results.

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Medical
Professionals

Our in depth understanding of the unique requirements of medical professionals enables us to provide expert advice in these matters.

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Pre-retirees and
Retirees

As specialists in pre-retirement planning, we help you navigate complex regulations to set yourself up for a secure retirement.

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Peace of Mind

Integrity, trust and professionalism are values embraced by our team and appreciated by our clients.

All advisers are members of the Financial Advice Association Australia, the leading professional association for financial advice professionals.

Founding members of the Boutique Financial Planners Group, which advocates for privately owned financial planners.

We are privately owned and hold our own Australian Financial Services Licence (244360).

Our advisers are registered with ASIC, which means you can independently review our team of financial professionals.

Registered tax (financial) advisers with the Tax Practitioners Board.