Looking for financial planning and advice?

Our team are here to ensure your hard work pays off for you now, and in the future.

Financial Planning Services

SBB Partners collaborates with SBB Wealth to provide our team with access to a network of financial planners, to enhance wealth creation for our clients. This partnership leverages the expertise of both entities to provide comprehensive financial solutions that cater to the diverse needs of individuals seeking to build and manage their wealth.

We focus on:

Alignment to client financial goals and risk profiles

Personalised service

Tailored advice

This partnership represents a commitment to delivering excellence in financial planning and wealth management, fostering an environment where clients can confidently pursue their financial aspirations.

About SBB Wealth

As a private wealth advisory firm dedicated to delivering bespoke financial strategy and investment advice, SBB Wealth draw on the expertise of its supporting professional associations to create customised advisory solutions focused on delivering control, transparency and results. They are dedicated to building long-term relationships founded on trust and understanding with each client, while delivering industry-leading investment solutions.

Servicing all locations

  • Chris Railton

    Senior Private Wealth Adviser
    • Certified Financial Planner (CFP)
    • SMSF Specialist Adviser (SSA)
    • Bachelor’s Degree, majoring in Financial Planning and Economics
    • Commenced in the Financial Planning industry in 2010

  • Aggie Erdosi

    Senior Private Wealth Adviser
    • BCOM (FP) AFP ® DIP FP
    • Bachelor’s Degree in Commerce, majoring in Financial Planning
    • Member of the Financial Planning Association of Australia (FPA)
    • Started in the financial sector in 2008
    • Worked for some of Australia’s largest financial institutions in banking, finance and superannuation across Melbourne and Brisbane

Access industry-leading financial planning strategy and advice.