Brand profile · Financial Services

SBB Wealth

SBB Wealth runs a Financial Services operation from Ipswich, QLD. Privately held, at sbbwealth.com.au. It holds one address on record, all in Australia. It employs 9 people, on the record. It lists wealth management, estate planning and retirement planning among its specialties. The record links eight similar brands, most of them in Financial Services.

sbbwealth.com.au LinkedIn

Profile live Privately Held Founded 2013 1 office country
Counted staff
9
self-reported 2–10 band
Founded
2013
13 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

SBB Wealth is a Private Wealth Advisory firm dedicated to delivering bespoke Financial Strategy and Investment Advice.

Specialising in High Net Wealth advisory services, SBB Wealth was established when its founders identified the need for high quality professional advisory services in an environment where they saw the quality of strategic advice and the solutions being delivered lacking. Through a collaborative approach to advice, SBB Wealth is able to draw on the expertise of its supporting professional associations to deliver customised advisory solutions focused on delivering control, transparency and results.

Dedicated to building long term relationships founded on trust and understanding with each client is at the heart of SBB Wealth’s approach. This empowers clients to navigate their unique financial pathway with the confidence and comfort that comes from having a specialist professional advice team that they trust and that gets them.

Highly qualified specialist advice coupled with industry leading investment solutions enables SBB Wealth to deliver on its goal to deliver confidence, comfort and results.

Specialties

All 10 specialties
  • Wealth Management
  • Portfolio Planning and Management
  • Liability Planning
  • Philanthropic planning and management
  • Tax Planning
  • Risk planning
  • Banking and cash flow planning
  • Retirement planning
  • Social security planning
  • Estate planning

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 1 164 Brisbane Street; IPSWICH, QLD 4305Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at SBB Wealth?

9 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does SBB Wealth have offices?

One address on record, Australia only. Primary: Level 1 164 Brisbane Street, IPSWICH, QLD 4305.

Has SBB Wealth raised funding?

None linked to this brand.

What does SBB Wealth list as its specialties?

Ten tags on the brand's own list, among them wealth management, estate planning and retirement planning.

Which companies are listed alongside SBB Wealth?

6 profiles list SBB Wealth as a peer — 76th percentile in Financial Services. It lists ten peers of its own. SB Life and SB Lending list it back.

What is SBB Wealth's website?

sbbwealth.com.au