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Client testimonials

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In the words of our clients

We build long-term relationships with our clients, helping them reach their financial goals no matter what stage of life they're at. We'll help you implement your plan and review your progress to keep you on track over time.

Below, some of our clients talk about their experience with us.

“When you are dealing with money you need to trust your financial adviser and we do with WB Financial”
- M&K
“The sooner you start planning, the better off you will be and we can see for ourselves how well it works. This is the sort of information we need to share with others”
- C&N
“We have felt at every step that our financial security has been taken on as if it were WB's own ... it is this firstly that has us singing WB's praises”
- C&D
“WB Financial gave us security, advice, growth and friendly contact over the years, and I can safely say we would not be where we are today without their help”
- B&C
"Having been clients of WB Financial since 1999 we feel that we are in control and on course to achieve our ultimate lifestyle goals. We've made decisions along the way involving investments and expenditures that have been informed and calculated and where the longer term consequences have been factored in to our plan"
- H&F
"We have been WB Financial clients since 1997. During this time we have changed our lifestyle significantly. We have moved from having a mortgage and worrying about paying the bills and having enough money to live on, to having no mortgage and enough cash flow to live comfortably and have annual holidays. During this time we have raised two children, paid off the mortgage, bought four new cars, renovated and sold a house, purchased land and built a new house and had several overseas trips. All these were things we could only have dreamed about before we spoke with WB Financial"
- J&K

 Clients of WB Financial St Leonards who have completed a Client Profile have given their permission for their profile to be used as a testimonial for prospective, new and existing clients. Should you wish to have a telephone discussion with any of these clients regarding their relationship with WB Financial, please contact us on 02 9906 1125 and we will be happy to arrange this.