Financial Adviser - David Melville

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Our goal at FB Wealth is to support our clients to build and protect their wealth. I specialize in offering comprehensive advice in superannuation and retirement planning, investments and wealth creation. Our practice also provides personal insurance advice via a dedicated insurance specialist adviser.

We have longstanding professional relationships with aged care specialist, accountants, estate planning lawyers and solicitors. When required, we refer our clients to these specialists to make sure they are getting the assistance and advice they need in all areas of their financial life.

FB Wealth Management is a Brisbane-based referral only firm that has been providing quality and discreet wealth management advice since 1992. Being privately owned, we have no hidden agendas or vested interests. You can trust that we will always act in your best interests to help you achieve your long-term financial goals. Further information about who we are is available at https://fbwealth.com.au/about/.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Budgeting

At FB Wealth, we predominately work on a flat fee model which will be flexible depending on how your advice needs and financial position change over time.

We understand that often people just need to be put on the right track and can then manage themselves going forward, while others may want or require the continual support and oversight that an ongoing relationship with a financial planner provides.

Costs for both initial and ongoing advice are discussed upfront, confirmed in writing, and agreed upon prior to any costs being incurred.