SBB Wealth Client Update

By September 6, 2018Portfolio

Our goal at SBB Wealth is to be the Private Wealth Management firm of choice for Ipswich and the Western Region. As we continue to grow and pursue our goal, we want to be sure we continue to deliver services that you truly value and are constantly refining the way we engage with you.

To achieve this, we have engaged a third party research firm with over 20 Years’ experience to help us better understand what is important to you. In the next few days, Confirm It Australia will contact you via email and ask you complete a short, anonymous survey which will help shape the services we provide to you.

This is so important to us and we are excited to see the results and continue working on those things that matter to you.

As a thank you for your feedback, you will have the chance to win a $500 Flight Centre voucher*.

If you have any questions regarding the survey, please contact our Client Services Manager Eloise Edwards on 07 3810 8350 or email

Thank you for your ongoing support and we look forward to talking with you again soon.


*Please let us know if you do not wish to be part of this draw.
ere are the terms and conditions for the promotion: (Terms and Conditions)
This competition is authorised under NSW permit number LTPM/17/02245 and ACT permit number TP 17/01780.
All other states do not require a permit for the $500 Flight Centre voucher.


WARNINGS AND DISCLOSURES: This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.

Prepared by:
EP Financial Services Pty Ltd
ABN 52 130 772 495 AFSL 325 252 (“ELSTON”)
GPO Box 2220
Brisbane Q 4001