Our Services
Delivering financial opportunities through personal service

How We Help

How We Help

We help our clients to source a better deal for their home and investment property loans, and to develop secure wealth creation plans. Our clients like working with us because we offer a personal service that is matched to their idea of financial freedom.
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How We Help

Loans and Services

WMB offers choice across a range of products and institutions that results in great service and products, at very competitive interest rates. Our range of products include First Home Loans, Property Refinance, Investment Property Loans, 'Low Doc' Loans, SMSF Property Loans.
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How We Help

Meet Your Advisers

James Vassallo and John Tyson, owners and advisers at WMB, have a combined experience of greater than 50 years in banking and wealth management. Together, they will find you a better deal and help you plan a future that matches your idea of financial security.
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Our Partners
We work with a great range of financial institutions

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News feed /
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Great News for First Home Buyers

June 27, 2017

In the State Budget earlier this month, the NSW Government announced a comprehensive package to improve housing affordability focused on First Home Buyers, who often face stiff competition from investors. This means... Read more

New Priority Service with Allianz Insurance

November 14, 2014

In our efforts to become your “One-Stop Financial Shop” we are excited to announce the recent launch of our Priority Service with Allianz Insurance, one of Australia’s top 4 general insurance companies. This personalised... Read more


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