Wybrow & Associates: Financial Advice | Investment | Protection

02 6162 4100
Unit 5/8 Phipps Close
Deakin ACT 2600

Who We Are

Wybrow & Associates is a boutique Financial Planning firm located in Deakin, ACT.

The principal, Katrina Wybrow Dip FP CFP has over 20 years experience in financial planning and portfolio management. She has worked with major banks, an investment network and a stockbroking firm as a Financial Planner, as well as in various fund’s management managerial positions.

Advising private clients who run their own businesses is our specialty and passion.

What sets us apart is that we work closely with our client’s accountants and/or solicitors to ensure that our advice is relevant and consistent with all their current and future business arrangements and that all their advisers are in agreement with our recommendations.

Wybrow & Associates has a philosophy of active portfolio management. It is very important to assess what reward you are receiving for the risk being taken as asset sectors perform differently at various times in the market cycle. We believe however that the most critical area where we can add value for you and our existing clients is through structuring their portfolio tax effectively.  We know that if assets are held in the correct and appropriate structures, this will create gains and savings that can be counted on year-on-year.

Investment markets change and while we respond to the changing economic conditions, it is important to understand that investments markets can never be guaranteed. Therefore structuring a portfolio correctly for an individual’s situation and making tax savings provides you and our current clients with reliable year-on-year growth and genuine savings, every year.

Malcolm Wybrow MComm Dip FS is a senior adviser in the practice specialising in personal and business risk, drawing on 10 different insurance providers. He will find you the best companies to protect your income and provide you with cost-effective quality insurance and advice on the most appropriate entities within which to hold all your personal insurances. We actively shop the market and talk to underwriters & re-insurers on your behalf. Malcolm has a special interest in the business Insurances that underpin Buy Sell and Shareholder’s Agreements and Succession Planning.

Wybrow & Associates provides proactive advice so you receive the very best advice for you and your current situation.