your dedicated team of professionals

Solutions. Protection. Growth. Wealth.

We deliver the full spectrum of growth, taxation and wealth-related services to individuals just like you.

It all starts with a consultation about your goals and how we can help you achieve them.

Our dedicated team plans and advises on your taxation, wealth creation, lending (finance) and personal risk protection requirements.

We're with you every step of the way providing guidance and advice when you need it. One team with one focus - you.

Tailored for individuals

Our income tax and accounting problem solvers will work with you to optimise your tax position, create growth strategies to help you achieve your financial goals and assist you to meet your compliance commitments.
From home loans to business finance, the SB.Lending team can help find the perfect borrowing strategy.
Our insurance specialists at SB.Life deliver intelligent, tailored solutions to mitigate risk and help you protect what matters most.
SB Wealth experts preserve, manage and grow your wealth, including support with Self-Managed Super Funds (SMSF), transition to retirement advice, succession planning and much more.

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SB.Life – life insurance and income protection

SB.Life can provide you and your family with life insurance, total death and permanent disability insurance, critical illness trauma insurance, and income protection. We Life can help you review the insurance held inside your superannuation funds to ensure your needs are being met.

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SB Lending – mortgage broking and lending

Our team prides themselves on their ability to look at the bigger picture, working with their clients to ensure their borrowing strategy best supports their wealth creation, tax, risk, and income protection goals

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SB Wealth – wealth and financial planning

SB Wealth is a Private Wealth Advisory firm dedicated to delivering bespoke financial strategy and investment advice. Through a collaborative approach to advice focused on high-net-worth advisory services, SB Wealth draws on the expertise of its supporting professional associations to deliver customised solutions focused on delivering control, transparency, and results

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