FB Wealth Management
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Financial Planning

Oct 27
0

SMSF? Great Idea!!

By Rob Ferguson | Case Studies, Financial Planning

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…

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Oct 27
0

I want the highest return

By Rob Ferguson | Case Studies, Financial Planning

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…

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Sep 25
0

Making retirement their business

By Rob Ferguson | Case Studies, Financial Planning

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,…

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Sep 22
0

A referral is the highest compliment

By Rob Ferguson | Financial Planning

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…

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Sep 15
0

Specialist-in-training seeks professional advice

By Rob Ferguson | Case Studies, Financial Planning, Personal Insurance

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…

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Sep 07
0

Resisting temptation pays off

By Rob Ferguson | Case Studies, Financial Planning

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….

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Jul 27
8

Client Survey Results

By Rob Ferguson | Case Studies, Featured, Financial Planning | No Comments

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…

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Jul 15
0

Young homeless professional couple

By Rob Ferguson | Case Studies, Financial Planning
Clients in their late 20’s, weighing up lifestyle choices versus home ownership and starting a family. Paul and Fiona originally came to see us for some general planning advice. They...
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Apr 18
0

Smashed avo and a house?

By Rob Ferguson | Case Studies, Financial Planning
High earning clients, in their late 20’s, seeking advice to develop sound financial habits to save for their first home. Alex and Zoe were in their late 20’s when they...
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Mar 22
0

Empty nesters now looking out for themselves

By Rob Ferguson | Case Studies, Financial Planning
Clients, in their early 50's, seeking help to build their retirement nest egg. Andrew and Nadia were in their early 50's when they first came to see us. Their three...
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FEATURED POSTS

  • Income Protection problems

    February 22, 2022
  • Easy money no more?

    February 22, 2022
  • A comfortable retirement

    February 22, 2022
  • Cryptocurrency warning from ASIC

    February 22, 2022
  • Superannuation proposals now Law

    February 22, 2022

CONTACT US

FB Wealth Management
Level 2, 135 Wickham Terrace
Brisbane Qld 4000
GPO Box 1218
Brisbane Qld 4001
t: 07 3831 4633
f: 07 3831 4677
e: [email protected]

COMPLIANCE AND FORMS

AFSL 244360
ABN 35 057 155 585

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General advice and information only

CASE STUDIES

  • SMSF? Great Idea!!

  • I want the highest return

  • Own your future

  • Making retirement their business

RECENT POSTS

  • Income Protection problems

  • Easy money no more?

  • A comfortable retirement

  • Cryptocurrency warning from ASIC

  • Superannuation proposals now Law

  • APRA forcing insurers to change their income protection offering

  • Client Survey Results

© FB Wealth Management Pty Ltd

  • New Clients
  • About
    • About
  • Our Values
  • Services
    • Services
    • Financial Planning
    • Personal Insurance
    • Young Professionals, Couples and Families
    • Business Owners and Professionals
    • Medical Professionals
    • Pre-Retirees and Retirees
  • Case Studies
  • Blog
  • Forms
  • Contact
  • 07 3831 4633
  • Recommend