There are so many strategies and options to consider. Wealth creation strategies, superannuation strategies, debt funding strategies, risk protection strategies, cash flow management strategies, tax optimisation strategies, estate planning strategies and each with their distinct advantages.

By getting to know you and having honest conversations, we can start to build a clear picture of your needs, and essentially, provide the best value-for-money solution.

It may seem complex, but by co-creating your future, we can keep it simple for you, and save you time.

Executives & Professionals
Expatriates
Small Business Owners
Retirees

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. 

Our Services

INVESTMENT

With over 2000 investment managers and products to choose from, SB Consulting Services is dedicated to connecting you with the right people to manage your money.

INSURANCE

SB Consulting Services will work closely with you to establish your insurance needs, engaging experts as, ensuring you get the level of cover for your situation.

ESTATE PLANNING

Estate planning involves managing the transition of wealth between generations. There are a number of important areas to consider that SB Consulting Services cover.

DEBT MANAGEMENT

Our team at SB Consulting Services specialise in developing debt management strategies to optimise your finances and achieve financial independence sooner.

EXECUTIVE OPTIONS

We can map out a program that ensures your exposure to these valuable holdings remains appropriate and that the level of risk being taken is not excessive. 

TAX STRATEGIES

While we believe it is important to reduce taxation where feasible, our philosophy is to develop a strategy to create wealth over a desired investment timeframe.