FIRM OVERVIEW

SB Wealth is a Private Wealth Advisory firm dedicated to delivering bespoke Financial Strategy and Investment Advice.

Specialising in High Net Wealth advisory services, SB Wealth was established when its founders identified need for high quality professional advisory services in an environment where they saw the quality of strategic advice and the solutions being delivered lacking. Through a collaborative approach to advice, SB Wealth is able to draw on the expertise of its supporting professional associations to deliver customised advisory solutions focused on delivering control, transparency and results.

Dedicated to building long term relationships founded on trust and understanding with each client is at the heart of SB Wealth’s approach. This empowers clients to navigate their unique financial pathway with the confidence and comfort that comes from having a specialist professional advice team that they trust and that gets them.

Highly qualified specialist advice coupled with industry leading investment solutions enables SB Wealth to deliver on its goal to deliver confidence, comfort and results.

sbwealth-directorsDirectors – SB Wealth