We are a privately owned, referral only wealth management firm and have been successfully providing personal advice since 1992.
Build and protect your wealth
Our team hold some of the highest financial designations recognised worldwide.
Our expertise combines technical excellence, independent research and integrity.
Establishing trusted relationships with our clients is of paramount importance to us.
I appreciate the fact that I never feel I am being "sold" somethingAnonymous client survey comment
and I have full trust in the advisers' tax and superannuation knowledge and ethics.
As an Accountant, it is very satisfying to be given advice to complement what I know or have done.Anonymous client survey comment
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.
It was important to us that our expectations were listened to and a plan developed to deliver on thoseAnonymous client survey comment
expectations. The FB Wealth Management team were excellent and demonstrated a very detailed understanding of our position and the strategy to achieve it.
Who We Advise
Couples and Families
By working collaboratively with you, we develop wealth management plans that evolve with your changing needs.
We understand your time is valuable and offer cost effective, clear advice that produces results.
Our in depth understanding of the unique requirements of medical professionals enables us to provide expert advice in these matters.
As specialists in pre-retirement planning, we help you navigate complex regulations to set yourself up for a secure retirement.
Peace of Mind
Integrity, trust and professionalism are values embraced by our team and appreciated by our clients.
As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia (FPA). We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.