WB Financial Australia is a boutique financial services group that guides individuals and businesses in achieving their financial and lifestyle goals. With a focus on building long-term relationships, WB Financial takes clients through a comprehensive advice process that starts from the initial meeting and continues throughout their life journey. The company prides itself on fostering a best-fit relationship based on trust and shared values, ensuring that clients receive personalized support tailored to their specific needs.
Founded in 1996, WB Financial has a rich history of providing financial sanctuary to its clients, symbolized by its logo inspired by the lions-head door-knocker from Durham Cathedral in the United Kingdom. The company’s philosophy is rooted in the concept of being a fortress for its clients, offering protection and support in navigating the complexities of wealth creation, retirement funding, tax, superannuation, and social security. WB Financial’s commitment to excellence is reflected in its ongoing dedication to helping individuals and businesses make informed investment decisions that align with their unique objectives and financial circumstances.
With offices in Woolloongabba and Maroochydore, WB Financial Australia is a trusted partner for those seeking expert financial advice and guidance. The company’s team of professionals, led by Presidio Financial Services Pty Ltd, is committed to providing general advice that is tailored to each client’s specific needs and objectives. By offering a range of services and solutions, WB Financial empowers individuals and businesses to take control of their financial future and achieve what’s important to them.