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Client testimonials

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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.

 

Whilst it is easy to make an appointment and listen to advice given, sometimes it all seems just too hard!

 

 

 

However, we are living proof that taking the time and making the effort to fill out the forms to buy Income Protection Insurance saved us from a ‘fire sale' when the unthinkable medical emergency happened.

Again, adopting the Cashflow and Asset Management Systems ‘CAAMS', which seemed so complicated (but really wasn't), contributed greatly not only to our finances but also to the awareness of our spending habits  (sometimes bad).

Read more  Testimonial from Chris & Carolyn

 



Everyone's situation is different, and so are their financial needs.  That's why it's worth getting trusted financial advice - so you can live in the lifestyle you want, now and in the future.

 

 

 

After going through a divorce in the 1990s, Jill was in need of financial advice. Following a recommendation from her sister and brother-in-law, Jill contacted Graham Meredith at WB Financial Bowen Hills to see if he could assist.

“I was in a real dilemma because I didn't come out of the marriage with a lot of money and I had to restart my life,” Jill said. “I needed to get a house and wasn't sure what I could afford, so I wanted some help to figure it all out.”

Read more     Testimonial from Jill Wilby

 


 

 

Life can take some unexpected turns, and it's important to be financially prepared for whatever may happen. That's where WB Financial Bowen Hills comes in – with trusted financial advice to help you achieve financial security.

 

 

 

With a sound financial strategy in place, Katrina and Kevin were in a good position to save for their future. However, Kevin would not have the chance to enjoy his retirement nest egg – sadly, he passed away in 2010.

At such a difficult time, Katrina was fortunate to receive a substantial benefit from Kevin's life insurance. As Kevin had always been the family's main breadwinner, having this extra money meant Katrina could continue working part time, rather than having to work more hours to keep up with her living costs. More recently, Katrina has been able to take a temporary break from work, safe in the knowledge that it won't put her under extra financial stress.

Read more  Testimonial from Katrina Barry

 


 

When you're raising a family, financial security is more important than ever. And with trusted advice, you can build wealth for tomorrow – without compromising your lifestyle today.

 

 

 

 

In the early 2000s, Tracy and David were struggling to get ahead financially. For Tracy, a nurse, and David, a Telstra operations manager, paying off their home and raising their three sons was taking up all the spare cash they had.

 

“We wanted to get some kind of financial plan in place because we were treading water and just not getting anywhere,” said Tracy. “It turned out to be the best thing we've ever done.”

Read more  Testimonial from David & Tracy Shackley

 


 

No matter what stage of life you're at, it's a good idea to start planning for your financial future. And with trusted advice from WB Financial Bowen Hills, building wealth for your retirement could be easier than you think.

 

 

 

 

 

 

Wayne and Carolyn first got in touch with WB Financial Bowen Hills in the 1990s. Wayne was a painting contractor and Carolyn was working as a bookkeeper, and although their income was sufficient for their needs, they were struggling to get ahead.

 

“We were doing what most people seem to do, which is spending what we earned,” Carolyn said. “We both had reasonable incomes but at that stage we were still raising our children, which tends to erode any extra cash you have.”

Read more    Testimonial Wayne & Carolyn Harris