Adam Roberts

About Me

I am a Director of Wybenga Financial which is part of the Wybenga Group. Wybenga Group is a boutique Financial Services firm that provides both Accounting and Financial Advisory services. We provide clients with solutions to a number of common problems and concerns including: - Having a contingency plan in case of serious or long term illness - Building Wealth in a tax effective manner - Ensuring assets are held in the appropriate structure i.e. Trust, SMSF, Company - Ensuring assets are protected from litigation - Ensuring that your assets are passed on in accordance with your wishes - Ensuring you are able to meet your retirement objectives - Debt structuring and cash flow management - Taxation advice for Individuals, Trusts, Companies and Self-Managed Superannuation Funds - Business Services, including bookkeeping, monthly reporting and payroll - Preparation of tax returns and financial statements, as appropriate, for Individuals, Trusts, Companies and Self-Managed Superannuation Funds

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Wybenga Financial Pty Limited