The Financial Planning Association of Australia The Financial Planning Association of Australia

Adam Roberts, AFP®


Name Adam Roberts, AFP®
Company Wybenga Financial Pty Ltd
Address Level 4, 6 O'Connell Street
Sydney, NSW 2000
Phone (02) 9300 30000
Website http://wfin.com.au/

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

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