Portfolio

Selecting a managed fund that’s right for you can be like finding a needle in a haystack. Privately owned and operated, SBB Wealth has the flexibility required, to advise you on investments designed to suit your individual needs.

We can provide a customised solution to help manage your wealth, so you can live the life you want. Our carefully selected investments focus on long-term growth and performance, to maximise your investment portfolio.

Planning and customising investment portfolios requires detailed comparison of direct and non-direct investment solutions, to give you the best of both worlds.

Our experienced Wealth Advisers are focused on creating an investment plan that suits your life and provides you with an outcome that considers all aspects of your life including your income, growth, tax and risk requirements so you can live the way you want.

Direct investments may include Cash, Term Deposits, Property, Equities or Fixed Income options, while non-direct investments could be comprised of managed, industry, index and retail funds, unit trusts and annuities.

Investors often prefer the transparency and flexibility of direct asset ownership, so they know their wealth is on track. However, many people don’t want the responsibility of investment management and trustee duties.

Separately Managed Accounts (SMAs) are customised to include a range of investments. Our SMA is a ‘hands-off’ solution for direct asset ownership, professionally managed by an experienced team with a clear investment philosophy that offers transparency, tax efficiency and a focus on long-term returns.

Planning and customising investment portfolios requires detailed comparison of direct and non-direct investment solutions, to give you the best of both worlds.

Our experienced Wealth Advisers are focused on creating an investment plan that suits your life and provides you with an outcome that considers all aspects of your life including your income, growth, tax and risk requirements so you can live the way you want.

Direct investments may include Cash, Term Deposits, Property, Equities or Fixed Income options, while non-direct investments could be comprised of managed, industry, index and retail funds, unit trusts and annuities.

Our customised Wealth Management solutions focus on your financial needs both now and into the future. Importantly, SBB Wealth advisors are more than investment advisors.

We take a comprehensive approach to managing your financial affairs and go the extra to see you supported by a specialist team of professional advisers who have your best interests at heart.

Your experienced Wealth Advisers will manage your overall position to keep you on track and ensure you are utilising the right structures, optimising cash flow and keeping on top of legislation, relevant to your wealth. We cannot stress enough the importance to us of understanding our clients.

Helping you take control! Superannuation is a tax structure that allows you to save for later in life, in an environment that provides extremely generous tax concessions. These tax benefits can help improve the return on your long-term savings, and make it easier to achieve your goals.

Our experienced Wealth Advisers will help you to understand and identify the superannuation option that is right for you and develop a customised plan focused on delivering the best possible results for you.

Whether you’re an individual, a couple or a family, SBB Wealth can show you how to create wealth so you can live the life you desire.

Our experienced Wealth Advisers will work with you to develop and tailor a financial strategy focused on delivering the best possible results for you.

We’re dedicated to nurturing a long-term relationship built on transparency and trust, and help you get your wealth working for you to help realise your goals.

Our experienced Wealth Advisers will help you cut through the confusion around retirement planning.

With so many options and changes, it can be overwhelming. How do you generate a passive income stream? Where should you invest? What are the latest changes to taxation and other regulations relating to superannuation?

SBB Wealth Advisers will work with you to understand your financial situation and develop a customised retirement plan providing you with the most up-to-date, relevant advice taking into account the latest changes and strategies so that you can have the confidence you need to enjoy your retirement years.