Alex and Bronwyn are business owners in their early 40’s, who operate through a Family Trust. They had been speaking with friends who have a self-managed superannuation fund and were wondering…
Prior to the Global Financial Crisis, Paul and Laura approached us for advice regarding an industry fund. The particular fund, at that time, was showing outstanding returns, and journalists and…
Anita is an anaesthetist working in the public health system in Brisbane. She had recently finished her studies and been offered personal insurances under a government-sponsored superannuation fund. Wanting to…
Switched-on importers leverage professional advice to minimise risk and transition to a well-earned, comfortable retirement. Peter and Beth are now aged 60 and run a highly successful wholesale import business,…
97% of respondents in our recent survey told us they would happily refer FB Wealth Management to their friends, family and colleagues, but were unsure how. Our new website makes…
Our expertise combines technical excellence with integrity, resulting in life-long, trusted relationships that deliver results
We offer an initial meeting at our cost to those referred to us by our clients, accountants and solicitors.
