Financial Planning

SBMS has wanted to offer comprehensive Financial
Planning to our clients.

Partnering with Essential Wealth and Retirement we’ll assist you in achieving your long
and short-term financial goals. Our services cover all aspects of wealth creation, wealth
protection and wealth management with a planner who is knowledgeable, ethical and
trustworthy. We also specialise in Self-Managed Superannuation Funds (SMSF) and will
ensure you meet all trust laws and legislative requirements.

  • Superannuation
  • Insurance
  • Pensions and Centrelink
  • Debt management and reduction
  • Home loans