Building and protecting your wealth...

Protect your wealth for you and your family

Building and protecting your wealth...

Protect your wealth for you and your family

 

We are a long-established, boutique wealth management firm that has been providing quality, tailored and discreet financial and insurance advice since 1992.

Put simply, FB Wealth Management assists clients to build and protect the financial security of their families.  We achieve this with a collaborative and respectful approach, while always taking responsibility for the difficult decisions sometimes required.

The ongoing nature of our client relationships builds trust, while our qualifications, regulation and experience ensure that this trust is well-placed.

We have our own Australian Financial Services Licence and deliver professional and un-conflicted advice, with the assistance of material from independent research sources.

All our new clients come from the personal recommendations of accountants, solicitors and our many existing satisfied clients.

“…the team have been very supportive of us for the last 20 years.  I am happy to recommend the services of FB Wealth to anyone who asks.”