FB Wealth Management
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Category

Personal Insurance

Oct 23
0

Own your future

By Tim Ferguson | Case Studies, Personal Insurance

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…

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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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Jul 23
0

Insurance planning produces a happy ending

By Rob Ferguson | Case Studies, Personal Insurance
Couple preparing for retirement relieved to have appropriate insurances to avoid financial loss following a prostate cancer diagnosis. Bill and Mary were age 55 and had been working with our...
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Jun 13
1

Peace of mind provides recovery flexibility

By Rob Ferguson | Case Studies, Personal Insurance
Young family’s home and lifestyle protected during period of ill health and reduced income. Tim and Rita were referred to FB Wealth Management by their parents, who have a long...
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Feb 16
0

Safety net for high debt

By Rob Ferguson | Case Studies, Personal Insurance
Implementing risk protection for a young family with high investment property debt and tight cash flow. Phil and Leonie were referred to us by their accountant, who was concerned at...
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FEATURED POSTS

  • Opportunities for 2019

    January 21, 2019
  • Big Lenders versus Little Lenders

    January 21, 2019
  • Consider the Logic

    January 21, 2019
  • Welcome to the team

    January 21, 2019
  • It pays to be insured

    January 21, 2019

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: info@fbwealth.com.au

COMPLIANCE AND FORMS

AFSL 244360
ABN 35 057 155 585

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CASE STUDIES

  • SMSF? Great Idea!!

  • I want the highest return

  • Own your future

  • Making retirement their business

RECENT POSTS

  • Opportunities for 2019

  • Big Lenders versus Little Lenders

  • Consider the Logic

  • Welcome to the team

  • It pays to be insured

© 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