Change of Trading Name

Tuesday, 22nd August 2017

Some exciting news we wanted to share with you
As a valued client of WB Financial, I am writing to advise you that we have changed our trading name to Talem Wealth.

Our continued commitment to you, with a renewed energy
While we have achieved a lot in the past 21 years and have many things to be proud of, we felt it was important and timely to move forward with a company name that has greater meaning and better reflects what we do and the value we can add to people’s lives.

The Talem Wealth approach
In Latin, Talem has several meanings: empower, lead, achieve and unity – these encapsulate how we help our clients and conduct our business. We believe that our new name Talem Wealth represents our approach, our services and our vision for the future, while acknowledging our past. Our company is well positioned for today’s market and is planning for the future. We value our 21 years’ operating in this industry, the wealth of experience it brings and the clients who have shared our journey.

What does this change mean for you?
In terms of the services we provide and our ongoing relationship, nothing will change. Many of our clients regularly tell us they speak about us with their friends and encourage them to come and meet with us. It is our hope that with these changes, we will have a more succinct and compelling message to encourage these people to take action to improve their financial future.

We believe that together we can achieve our mission, which is to have financial advice seen as a valuable, obvious and even a necessary requirement in the lives of all Australians.

Our team are committed to understanding your needs and continuing to provide you with the personalised service and bespoke solutions that you have become accustomed to.

We would like to take this opportunity to thank you for your confidence in us to help you achieve your financial goals.

To learn more about Talem Wealth, please visit our new website If you have any questions, please do not hesitate to contact me.

Yours sincerely,

Sam Carroll
Managing Director & Financial Adviser
Talem Wealth



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Contact Info

100 Walker Street
North Sydney, NSW, 2060
Phone: 02 9906 1125

Talem Wealth
ABN 89 074 122 428

Talem Wealth is an Authorised Representative of Walker Lane Pty Ltd.
ABN 706 2619 9826
AFSL #509305

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