About W B Financial Management

‘Financial Planning’ is an umbrella term that encompasses many different disciplines, including investment, insurance, superannuation, retirement planning, borrowing planning, taxation and the use of legal structures in order to meet the requirements of clients. In essence the financial planner is the coordinator who takes the overall view and provides advice on integrating services to best meet the needs of the client. The key to financial planning is that it integrates the different disciplines into a total plan.