SBA Financial Pty Ltd in Essendon, Victoria, Australia | Financial planner

SBA Financial Pty Ltd

Locality: Essendon, Victoria, Australia

Phone: +61 3 9331 1572

Address: 129 Buckley Street 3040 Essendon, VIC, Australia

Website: http://www.sbafinancial.com.au

Likes: 189

Add/Update information

Reviews

Tags

• Mortgage brokers
• Investing service
• Financial planner

24.01.2022 We've recently updated our website regarding Coronavirus and the Australian Government's response, including stimulus packages that you may be eligible to apply for: http://www.sbafinancial.com.au/co-vid-19/ Please do not hesitate to contact our office on 03 9331 1572 should you wish to discuss any of these benefits.... Wishing you and your families safety and comfort during these trying times! #StayHome #safehands #flattenthecurve

21.01.2022 Hope you're all enjoying a well deserved long weekend Well it's one of the biggest days of the year on the Victorian calendar! Sad that we can't celebrate the traditional way but at least we've been able to enjoy the game throughout the year in our neighbour states, and today is no different. Big thanks to our neighbouring states for being able to host most of the season, and for QLD for hosting the big one! Who is going to be the lucky winner? Julie's beloved Tigers or t...he mighty Cats? All we know is that there will be a winner decided tonight, unlike what Shane experienced in 1977!! May the best team win!! #afl #grandfinal #1977 #collingwood See more

17.01.2022 **GOOD NEWS STORY** Happy Hump Day! We’d like to share a good news story with you all, a definitive reason of why it’s vital to have a Mortgage Broking presence in the market ... The Big Banks need to be kept in check! Recently we finalised the refinancing of loans for one of our long serving clients. The previous lender for our client was one of the Big 4 banks. After finalising the refinancing last week, we’ve ended up saving the client over $20,000 in interest per year!! Special mention to Bev at our office who has worked tirelessly to get this one through. In this current climate it is imperative that you find the most suitable finance at the right price for your individual situation we encourage you to assess your position now. Feel free to contact us to see what we can do for you!

16.01.2022 Wishing all of our wonderful, loyal clients a fantastic Christmas and Prosperous New Year! Looking forward to a brilliant 2019. Best Wishes,... Shane Bond & the team at SBA Financial Pty Ltd.

16.01.2022 It’s a brand new year!! We hope you have enjoyed a wonderful break - our office is back open, we are refreshed and ready to take 2019 by the financial horns!! We look forward to a brilliant one shared with you all ... #sbafinancial #finance #estateplanning #investment #superannuation #insurance

11.01.2022 We had a fabulous turnout to our first seminar for the year last night! Over 70 attendees came along to listen to our Founder and Senior Adviser Shane, as well as some great guest speakers educate our clients on some important issues around the upcoming Election, Superannuation, Investing and Aged Care, along with some travel tips from Essendon travel agent, Wings Away Travel! Many thanks to the support of Dimensional Fund Advisors, Challenger Limited and Wings Away Travel for a very informative evening. Also, special thanks to our SBA team for all your hard work leading up to and on the night. Our clients are like family to us, and we love the opportunity to get everyone together in a more relaxed setting outside the office. Looking forward to the next one!!

11.01.2022 Happy Monday! It's getting close to June 30, so for those who are wanting to maximise their super contributions for the financial year, now is the time to get moving! For assistance, please do not hesitate to contact us at the office. Please also keep an eye out for our Snippets emails which give you some handy tips for EOFY, and information around the Government initiatives surrounding COVID-19. More importantly however, FOOTY'S BACK!!... We have a relatively happy office this week, with Shane's beloved Pies being saved by the siren up against rivals (and Julie's team) Richmond. At least neither of them lost 3 happy Bombers supporters (Alicia, Stef & Bev) with a great win against Sydney for their first win at the SCG since 2009... go Bombers! And lastly, Stu's Dees managed to hang on for a 1 point victory vs The Blues... Not a bad start back to the season!! All the best to your teams for the rest of the year... hope we can all get back to see a live game in the coming weeks. Stay safe, and we look forward to catching up with all of you soon. From all at SBA

10.01.2022 A note from director Shane Bond: Lockdown round #2! Although we are experiencing some strange times at the moment, it is important to remind ourselves that health is our priority. ... We Victorians are built tough, so I know we can do this! Our staff are continuing to work hard from home for all our clients, and will continue to do so until it is safe to return. I would like to personally thank my team for all their amazing work over this time we have been busier than ever looking after all our clients, and I really appreciate the efforts that we have all taken during this time. I’d also like to thank all our fantastic clients for their continued support, loyalty and trust in our process. We work with some truly wonderful people and they continually inspire us to work hard for them. We know that everyone is going through something different, and we understand the pressures that come with those issues. We are here to help where we can with anything you need. As always, we will continue to touch base with you all and will always be accessible to help you with your needs. We hope all of you are keeping safe and look forward to seeing everyone again soon. Regards, Shane

06.01.2022 What a fabulous day for all Victorians... Finally able to see the light at the end of the tunnel!! It's so great to see the streets come alive again. We look forward to the coming weeks and months ahead getting back to the new normal. We'd like to thank all our clients for their continued support moving into a new landscape, embracing technology and keeping engaged with us over these last few months. We'd also like to stress the importance of supporting local businesses durin...g this time... A lot of our neighbours have had to close for long periods so we will be ensuring that they get a helping hand back on the road to recovery. The future is looking bright and we're excited about continuing to serve all of you! Enjoy the fresh taste of freedom Victoria, you deserve it! See more

05.01.2022 Work is taking shape in a different way in these strange times! Rest assured we are all still here working hard for you. We are currently updating our website to keep you informed on the situation at hand and how we are continuing to remain connected with you all. As always, if you need anything, please do not hesitate to contact the normal office number or via email. Stay safe everyone, and we look forward to catching up with you all in person sometime soon.... From all of us at SBA See more

04.01.2022 A ‘Welcome 2019’ message from Founder & CEO of SBA Financial, Shane Bond: We trust you enjoyed a wonderful festive season with your family and friends. Happy New Year! The Christmas period offered us the opportunity to reflect on the year just passed and to think about (and plan for) the new year. Now, all of us at SBA have returned to work excited by the year ahead.... While we believe 2019 will prove challenging across any number of areas (a somewhat volatile economy, an upcoming federal election and the usual raft of regulatory changes to name just a few) we remain confident and fully committed to providing guidance and direction for your financial plans. As founder and CEO of SBA, I continue to use my 40+ years of experience to ensure SBA makes a real difference to its clients who can further take comfort and confidence in my proven record of helping clients successfully navigate uncertain economic times. All of us at SBA are looking forward to meeting with you at your next review meeting. In the meantime, if you have any questions or require immediate assistance, please do not hesitate to give us a call on 03 9331 1572. Our very best wishes for a fabulous 2019!

04.01.2022 Remembering all those who fought for our freedom and safety in our lucky country... A special day to honour all those who sacrificed so much for us. Lest We Forget. 11/11/2020

01.01.2022 We at #SBAFinancial are absolutely thrilled to welcome back Stefanie Bond to the SBA team. Many of you may remember Stef from her years working with SBA prior to her long stint at Colonial First State where she spent 11 years beginning as a Business Development Associate to then promoted as Business Development Manager (VIC/TAS) specialising in #Retirement Holding a Business Degree and Diploma of Financial Planning and just like founder of SBA/her father Shane, Stef has a kee...n interest and thorough understanding of the Financial Services Industry. 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 of #support #respect and #professionalism Welcome back Stef! #financialplanning #wealthmanagement #sba #finance #financialadvice #life #riskinsurance #estateplanning #melbourne