Financial Planning Services

About S & B Financial Solutions

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

Wealth Creation (Investment & Superannuation)

About S & B Financial Solutions

We research and select investment opportunities for you that match your own personal risk profile. We assist you with the investment process and provide ongoing advice to ensure that you are on track to meet your goals.

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Wealth Protection (Life Insurance)

About S & B Financial Solutions

We suggest insurance opportunities for you to safeguard your hard-earned wealth and ensure that you and your loved ones are adequately protected from any unforeseen circumstances which will affect your current lifestyle. Protection is provided in the form of Life, Total and Permanent Disability, Trauma and Income Protection cover.

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Retirement Planning (Pensions & Centrelink Entitlements)

About S & B Financial Solutions

We help you to achieve adequate income in retirement with advice on superannuation strategies, tax-effective income streams and estate planning.

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Finance

About S & B Financial Solutions

We can provide assistance with home and commercial loans, loan refinancing and vehicle or asset finance. Lending services are referred to Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No.385888, a wholly owned subsidiary of Count Financial Limited.

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Financial Services Guide

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