SBA Financial 129 Buckley Street, Essendon, Victoria 3040

Welcome to SBA Financial Pty Ltd, a trusted establishment located at 129 Buckley Street in Essendon, Australia. With over 40 years of experience, we take pride in providing expert financial advice to our valued clients. Our founder, Shane Bond, has been advising since 1981 and has built a strong reputation for his comprehensive knowledge and holistic approach.

At SBA Financial, we understand that life is constantly changing, and we are here to support you through all stages. Whether you are starting a family, running a business, receiving an inheritance, or facing estate planning issues, our team of partners and professionals are dedicated to improving your financial position and helping you grow your wealth.

What sets us apart is our commitment to evolving and adapting in the ever-changing financial landscape. We continuously challenge ourselves to ensure that we are providing the best advice and service to our clients. We believe that wealth management goes beyond just investing, and our cutting-edge team has a clear and comprehensive vision of what it truly means.

Our consultative approach allows us to understand your values, goals, and objectives, and work collaboratively with you to tailor a plan that will help you achieve them. We believe in a disciplined investment philosophy that takes emotions out of the decision-making process. By focusing on broad diversification, asset allocation, and structured rebalancing, we aim to provide long-term success for our clients.

All our financial advisers undergo regular and extensive training to stay up-to-date with the latest trends and regulations in the financial planning profession. They have a deep understanding of financial markets, investment strategies, superannuation, and tax implications. Rest assured, our team is backed by strong regulatory governance.

SBA Financial holds an Australian Financial Services Licence (AFSL number 238060) and is a member of the Australian Financial Complaints Authority (AFCA). We are committed to resolving any disputes in a fair and prompt manner, adhering to relevant legal requirements and industry codes of practice.

As a member of the Financial Planning Association of Australia, we have achieved the highest certification available worldwide - Certified Financial Planner. This recognition speaks to our dedication to providing the best financial planning services.

Whether you are planning for retirement, managing your investments, or seeking advice on mortgages and loans, our team is here to help. With expertise in various areas of financial planning, including self-managed super funds and Centrelink support, we have the knowledge and skills to guide you towards your financial goals.

Don't just take our word for it - hear what our clients have to say. They have praised our effective communication skills, enthusiasm, and expert financial expertise. We are proud to have made a positive impact on their lives and are committed to doing the same for you.

Contact SBA Financial today and let us be your trusted partner in achieving financial success.