Security and confidence in your financial future is crucial, yet the financial services market is often complex. A myriad of options exists but when it comes to planning your financial future, the right advice can make all the difference.
We believe you need professional advice from someone who knows you and understands your individual requirements; someone who has knowledge of your complete financial situation and can look at your needs with insight and perspective.
At SB Consulting Services you benefit from objective, professional advice within a holistic financial framework. Our Financial Services team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right products and investments to structure a financial plan that suits your individual goals and life-stage.
SB Consulting Services works for you and with you to navigate and develop the right solution.
We seek to understand first, then develop a financial plan that optimises wealth accumulation and retirement income, is tax effective and is appropriate, competitive, relevant and achievable.
At SB Consulting Services, we specialise in providing prudent and honest investment advice to:
SB Consulting Services provides astute investors with specialist advice and bespoke investment solutions.
Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.
And with unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.
Need help with your finance?
We are experienced financial professionals who work with you to achieve your financial goals
Our Services
“We help”
People with financial needs that are strapped for time
Time is so precious especially when we have busy lives, both at home and/or at our workplace. It doesn’t matter whether you are a young family, or some sort of professional, medical or allied specialist or have your own business we are all striving to obtain a healthy work-life balance.
However, financing is not as simple as it was, there are so many options and conditions now available that it takes a significant amount of time which makes finding the right solution frustrating which is why most of us need help.
“Who are we”
Finance professionals with over 20 years experience
We understand the challenges that most young families, medical professionals and business owners face as we see it every day coming through our doors. For us developing a finance solution is not a one-step solution but an evolving one as life circumstances change and you need to adjust.
With SB Consulting Services you get a partner that will help you navigate and realise your financial goals now but also into the future. We are committed to building lasting relationships and to work with you to achieve your financial goals.
