SBA Financial Pty Ltd has a long and proud history, providing advice for clients for over 40 years. The firm was founded by Senior Adviser and Director Shane Bond, who has been advising since 1981.
Over his journey, Shane has worked with Accountants and Solicitors and in doing so has gained a comprehensive insight to most aspects of financial services.
Something that he uses today to make a real difference is offering ‘value added holistic advice.’
SBA has a long history of working with individuals and businesses to provide enhanced advice to improve their financial position and wealth.
One of SBA’s strengths is not solely based on experience, but also that we continue to learn, evolve and challenge ourselves to ensure if we are providing the best advice and service for our clients.
No matter the situation, i.e. running a large or small business, received an inheritance or have an estate planning issue, life is about change, and that is where SBA can add real value in its advice to clients.
In order to help the people you care about achieve their financial goals, we provide a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of SBA.
OUR CONSULTATIVE PROCESS
We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about each client’s values and goals, and work collaboratively to tailor a plan to help achieve them.
Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost.
Working With A Team That Redefines Wealth Management
Ask ten investors to define wealth management. Actually, ask ten ‘Wealth Managers’ to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of SBA Financial, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
Our Investment Philosophy is a disciplined approach, which takes your emotions away from making investment decisions. We believe markets work. Broad Diversification and Asset Allocation is the key to long-term investing.
A structured approach to rebalancing back to your Risk Profile is imperative.
A copy of SBA’s Investment Philosophy is available to our Wealth Management clients.
Training and Membership
SBA Financial Advisers
All SBA Financial Advisers undertake regular and extensive training in all aspects of the Financial Planning profession. They all have a comprehensive understanding of financial markets, investment strategies, investment products, superannuation and the implication of tax and Centrelink regulations and are backed by strong regulatory governance.
On the 16th January, 2004, SBA Financial obtained its Australian Financial Services Licence (AFSL number 238060).
Credit Ombudsman Service Limited
On the 30th August, 2005 SBA Financial became a member of the Credit Ombudsman Service Limited (C.O.S.L. – Membership Number 406569).
Being a Member requires SBA Financial to be committed to the objectives of the COSL. The Credit Ombudsman Service is to provide an independent and prompt resolution of disputes in accordance with:- relevant legal requirement, the MFAA Code of Practice and other recognized Codes of Practice, good practice in the Credit Industry, fairness in all the circumstances.
Financial Planning Association Of Australia
SBA is a member of the Financial Planning Association of Australia, and has achieved the highest certification available worldwide – Certified Financial Planner, recognised as the best of the best in financial planning.
Finance and Insurance
Shane Bond Dip FMBM Credit Rep number 369316 of SBA Loans Pty Ltd is an authorised credit representative of FINSURE and a member of Finance Brokers Association of Australia FBAA.
Are you planning any of the following? We can help.
- Planning/transitioning into retirement
- Considering charitable planning and giving
- Helping children and/or grandchildren save, spend and give
- Caring for ageing parents
- Selling a business
- Financial considerations during terminal illness
- Receipt of an inheritance
- Tax planning
- Transferring wealth to the next generation and leaving a lasting legacy
- Caring for children with special needs
- Financial considerations during a divorce
- Financial considerations after the loss of a spouse
- Protecting your wealth
- Starting a new business
- Refinancing/purchasing a property
Meet Our Team
Over the years, he has also engaged in countless Financial Planning and Estate planning courses.
More recently, Shane successfully completed the CEG Financial Planning course in Santa Monica (USA) to assist High Net Worth clients to achieve their ongoing objectives.
Shane’s long- term experience has allowed him to advise across all areas from business to small traders and retirees.
Shane only uses evidence-based investing for his clients – “We want to show you the way forward”.
With the ever evolving financial planning industry, Stuart made the decision to merge his business with SBA to provide a more thorough and comprehensive service to clients.
Stuart is extremely passionate about Financial Planning and has excellent rapport with his clients.
Stuart is a Certified Financial Planner with a Bachelor of Business (FP) degree, Diploma of Financial Planning and a specialist Self Managed Super Funds qualification with Kaplan Education.
Stef previously spent 11 years at Colonial First State working in Business Development, with her last role as a Business Development Manager (VIC/TAS) specialising in Retirement.
Stef is excited to be back with the family business and looks forward to continuing on Shane’s legacy of servicing SBA clients with the utmost professionalism.
After moving to Australia in 2010, Crystal Tsang has a Masters in Accounting at Macquarie University, Sydney.
Crystal speaks fluent Mandarin & Cantonese and enjoys swimming and shopping in her spare time.
What Clients Say
"Just like I pay a personal trainer to keep me fit, I've been very happy to have Shane by my side, giving me the right advice on my financial health."- L. Podesta, VIC
"Thanks to Shane and crew we are now able to sit back and know that our financial position has improved over the years, and we are enjoying a secure lifestyle in our 'senior years'."- J & K McLean, VIC
Tell Us Your Story
Address: 129 Buckley St ESSENDON VIC 3040
Telephone: +61 3 9331 1572 | Facsimile: +61 3 9337 7323