As many income protection policy holders would attest, the premium increases have been quite savage in the last 24 months, with many premiums increased by over 50% in that time….
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The Australian Prudential Regulation Authority (APRA) has launched an intervention into the life insurance market in response to ongoing heavy losses in respect of individual disability income insurance (DII). APRA…
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…
The long road to financial reward is paved with small steps in the right direction, and the avoidance of major missteps! Mark was originally referred to FB Wealth Management by…
Resisting the temptation of cheaper insurances was sound advice Dick and Margaret have been clients of the firm since 1996, originally working with Rob on building their superannuation for retirement….
Late last year, we engaged an independent market research firm to survey a selection of our clients to help us better understand whether we are meeting clients needs and to…