providing a different kind of planning
Wybenga Financial Pty Limited was launched in 2016 as a boutique financial services business to complement our accounting division.
Over many years, our accounting clients frequently requested financial services that we were unable to provide. With many changes to the financial planning landscape, Wybenga & Partners saw a need for financial services that were client focused, delivered with integrity, and for the benefit of our clients. It was on the back of the demand for a different kind of planning service that Wybenga Financial was established.
We are different to other providers in that we are accountants first and we are committed to building and maintaining trusted relationships. Wybenga Financial holds an Australian Financial Services Licence and does not accept commissions on investments. We are bringing the ethics and integrity of our Chartered Accounting background to the area of wealth management. We also have the benefit of being able to assess financial decisions from a tax perspective, which many other planners do not have the expertise to offer.
We see this expansion as an opportunity to work with our clients to plan for the future, to use our accounting and financial experience to look for possibilities. We are excited about the opportunity to have a more proactive relationship with our existing clients and build meaningful relationships with new ones. We believe the benefit of having all services under one roof will provide efficiencies that significantly benefit everyone.
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Each year we offer several school leavers or undergraduates the opportunity of beginning their career with us via an Advisory Cadetship.
If you are interested in pursuing a career in Financial Services please read more details about our Advisory Cadetships below.
Wybenga Financial welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!