WB Financial is a boutique financial services group based in Australia, with a rich history dating back to 1988 when it was known as ‘Windsor Bartholomew’. Over the years, the company has evolved into WB Financial, focusing on providing personalized advice to help individuals and businesses achieve their financial and lifestyle goals. The firm’s philosophy revolves around building long-term relationships based on trust and understanding, guiding clients through their financial journey from the initial meeting and beyond.
With a commitment to offering tailored solutions, WB Financial takes a holistic approach to financial planning, considering factors such as tax, superannuation, and social security to help clients with wealth creation and retirement funding strategies. The company’s name, ‘Presidio Financial Services’, reflects its dedication to acting as a fortress for clients, protecting their financial interests and providing a sense of security. WB Financial’s experienced team aims to create a best-fit relationship with each client, emphasizing values that are fundamental to their collaborative journey.
As a respected player in the financial services industry, WB Financial is known for its expertise and commitment to delivering quality advice. The company’s branding, symbolized by a lion’s-head door-knocker, signifies a tradition of offering financial sanctuary to those seeking reliable guidance. Through ongoing support and a focus on individual needs, WB Financial strives to empower clients to make informed decisions and achieve what is important to them, ensuring a strong and enduring partnership for years to come.