FB Wealth Management

Name

FB Wealth Management

Legal name

FB Wealth Management Pty Ltd

Website

https://fbwealth.com.au

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Financial planning advice
• Personal insurance advisory
• Retirement planning services
• Superannuation strategy

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Financial Planning Fees: Fees for financial planning services are discussed and agreed upon prior to undertaking any work on behalf of clients. Engagement proposals detail scope, fees, and next steps.
2. Personal Insurance (Commission): Personal insurance is provided, with Tim Ferguson specialising in personal insurance and risk management. In most cases, during implementation there is no direct cost to clients. Commission-based model for insurance products.
3. Ongoing Service Packages: A selection of ongoing service packages to meet the differing requirements of clients. Fees are agreed upon upfront and reviewed as part of the ongoing relationship.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

FB Wealth Management provides comprehensive personal wealth management and financial planning advisory services to individuals, couples, and families. Core offerings include financial planning, personal insurance advisory, superannuation and retirement planning, estate planning guidance, and investment strategy advice, delivered through a structured 6-step client engagement process. The firm is privately owned, holds its own Australian Financial Services Licence (AFSL 244360), and acquires clients exclusively through referrals from existing clients, accountants, and solicitors.

Product overview

FB Wealth Management offers a comprehensive wealth management service for high-net-worth and general clients, centered on two core offerings: Financial Planning and Personal Insurance. The firm employs a structured 6-Step Advisory Approach for client engagement. Additional services include superannuation and retirement planning, estate planning advisory, and investment philosophy guidance covering diversification, asset allocation, and portfolio construction. The firm provides a Client Portal for secure 24/7 digital access to financial planning information and team communication.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning covering cash flow management, tax optimization strategies, wealth enhancement programs, investment advice, and ongoing risk/return education for individuals, couples, and families.
• Personal Insurance Personal insurance advisory covering term life insurance, total and permanent disablement (TPD), income protection, trauma cover, key person insurance, and business buy-sell arrangements.
• Wealth Management Services Full range of wealth management services combining financial and investment advice, risk management, superannuation, retirement, and estate planning to create adaptable, holistic financial plans.
• Client Portal Secure, 24/7 online portal enabling clients to view investment details, track financial progress, and communicate with advisers via secure messaging, accessible from any device.

Quantifiable outcome

• 97% of clients are willing to refer FB Wealth Management to friends, family and colleagues; 69% have already referred.
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Financial Advice Association Australia (FAAA)coreOthersAll advisers are members of the Financial Advice Association Australia, the leading professional association for financial advice professionals. FAAA membership signifies adherence to professional ethical standards and ongoing professional development requirements.
• Boutique Financial Planners GroupcoreOthersFounding members of the Boutique Financial Planners Group, which advocates for privately owned financial planners. This group provides a collective voice for independent, privately owned advisory firms.
• Tax Practitioners BoardminorOthersFB Wealth Management advisers are registered tax (financial) advisers with the Tax Practitioners Board, allowing them to provide tax-related financial advice.
• ASIC (Australian Securities and Investments Commission)coreOthersFB Wealth Management holds its own Australian Financial Services Licence (244360) and all advisers are registered with ASIC. The firm is independently verifiable through the ASIC Financial Advisers Register.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Emerging players

• HUB24: Australian listed wealth-platform provider enabling advisers to deliver managed-account and investment solutions to retail and HNW clients. Comparable as a digital, technology-led platform competing with boutique advice-led models for the same end client.
• Netwealth: Australian digital wealth platform offering custodial, portfolio management, and advice-supporting infrastructure to advisers and direct investors. Comparable as a platform-level competitor whose technology-enabled model pressures fees charged by traditional boutique wealth managers.

Direct peers

• Ord Minnett: Australian private, family-owned wealth management and investment advisory firm offering financial planning, portfolio management, and private wealth services. Comparable as an independently owned, full-service wealth advisory with similar client archetypes.
• Shaw and Partners: Australian employee-owned wealth management firm providing financial advice, portfolio management, and wealth advisory. Comparable as an independent, privately held advisory firm with a referral-driven, advice-led model serving mass-affluent and HNW clients.
• Hewison Private Wealth: Privately owned Australian wealth management firm offering tailored financial planning, investment advice, and superannuation services to retail and HNW clients. Comparable given its independent, privately held structure and fee-for-service advice-led model.
• Morgans Financial: Brisbane-headquartered, privately owned Australian wealth advisory and stockbroking firm offering financial planning, portfolio management, and wealth advisory to retail and HNW clients. Highly comparable to FB Wealth Management given shared Brisbane base, private ownership, full-service financial planning offering, and similar client segments.
• Affinia Financial Group: Australian privately owned wealth advisory firm providing financial planning, investment advice, and superannuation services. Comparable as an independent boutique advice firm with a similar client-first, fee-based advisory model.
• Wilsons Advisory: Australian privately owned wealth advisory and investment firm providing financial planning, portfolio management, and stockbroking services. Comparable as a long-established, privately held, advice-led wealth manager serving similar mass-affluent segments.

Broad incumbents

• Count: Listed Australian provider of accounting, wealth, and advisory services supporting a national network of financial advisers. Comparable as a broader incumbent in the Australian advice market whose adviser network competes directly with boutique planners like FB Wealth Management.
• IOOF/Insignia Financial: Large Australian wealth management platform owning licensees, advice businesses, and superannuation/trustee services. Comparable as a broad incumbent competing with boutique independent advisers for mass-affluent advice and superannuation clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fb-wealth-management

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FB Wealth Management