Presidio Financial Services (trading as WB Financial) are specialists in financial advice. We take the time to genuinely understand your goals and current circumstances so we can develop a strategy to create the lifestyle you seek.
Whether you just need advice and guidance on certain matters or detailed, step by step support, we will tailor a plan to ensure you achieve financial independence and success.
Our modelling tools will show you the financial future you’re currently heading towards compared with what you could achieve by adopting alternative approaches. This comprehensive plan will help you to see where your financial choices are leading to ensure you invest with confidence.
We’ll create a cash flow plan to ensure your funds work for you. We’ll implement systems that will help you take the stress out of personal and business cash flow management.
We’ll help you choose the right type and level of debt to achieve your goals. We’ll
present a wide array of loan products to ensure you choose the one that’s right for you.
Help reduce the stress and burden on your family. We’ll create a plan that makes the
transition easier for all parties when the time arrives to pass on your estate.
We’ll help you understand your risk profile so you can follow a strategy that fits your needs. We’ll provide you with thoroughly researched investment options and educate you so you can make better, more informed decisions.
We’ll ensure your family is cared for in the event of the unexpected by recommending
affordable policies that meet your needs.
We’ll ensure your financial strategy delivers the lifestyle you’re seeking to create. We’ll
create milestones to help you track your progress towards your goals.
This means something different to everyone. Want to work less? Want to work more?
Want your investments to fund your lifestyle? Planning for your financial independence improves your probability of success by improving opportunity and reducing mistakes.
Property is a key component in many Australians’ wealth creation plans. We’ll help you understand the risk and advantages of property ownership to ensure you make the right purchasing decisions.
We’ll help you understand the important role superannuation plays in your retirement plan. We’ll also help you navigate the investment opportunities provided by Self Managed Super Funds (SMSF) so you can tailor your super investment to your lifestyle and goals.
As a business owner, you have a complex set of financial needs. We ‘ll provide advice to help you more effectively manage capital expenditure, future growth, asset protection, tax, risk mitigation and cashflow.