MB Financial Group is a privately owned boutique that has been operating for over 10 years.
We provide a range of services including Finance, Accounting, Financial Planning, Mortgage Broking and Property Management.
YOUR ONE STOP SHOP
Our vision is that people everywhere will share the power of financial education and understanding Our vision is to become the company most known for changing the way people think about financial institutions
Our mission is to continue providing valuable time and effort towards educating clients so that they are fully understanding of the financial world and can make their own informed decisions about the future
We really do care about our client success Don’t self-assess from general research on the world wide web, come in and get some personal advice tailored to your needs.
We are here to ensure that you have access and support if in the occurrence of: Retirement; Premature death of a breadwinner or family member; Temporary or Permanent disability; Major medical Trauma; Making sure you are not paying too much interest on your home loan; or simply just maximising your tax position
Not only this, we are here to take you on your personal journey of reaching those dream and planning for your future
OUR BUSINESS.
YOUR DREAMS ARE OUR DREAMS
FINANCIAL & INVESTMENT PLANNING
LONG ROAD AHEAD.
We help you make the best financial decisions associated with helping you plan for a successful retirement and clearly determine how much money you will have on retirement and how long it will last
TAX & ACCOUNTING
NO HIDDEN SUPRISES
Planning ahead for the financial year and beyond to maximise your business or PAYG income with also ensuring your structure of business is up to date and formatted to suit every individual's needs
CASH FLOW MANAGEMENT REVIEW CASH IS KING
We help you manage and review your financial lifestyle goals and ensure they stay on track to achieve your desired outcomes amongst the various changes that occur in your personal life as well as the economic and legislative environments.
RISK INSURANCE
LOOK OUT FOR THOSE CLOSE TO YOU
We help you protect your family and the family’s assets and income in the occurrence of death, disability or serious medical trauma as a result of injury or illness
COMMERCIAL LENDING SPEEDY QUICK
We help you to get competitive rates, flexible financing, and expert support to get fast approvals and help your business grow
MORTGAGE BROKING TAKING ONE STEP MORE.
All loans have different features, options, fees and charges while a bank will only offer you their products, we will take the guess work out of choosing what lender and product will best suit you Let us help you look into buying your first home, investment property or commercial property
BOOKKEEPING
ASSERTIVE AND ORGANISED
We help you correctly reconcile your income and expenditure through your business to ensure all items are accounted for and included within BAS and EOFY statements
ASSETT FINANCE
SMALL BUT MIGHTY
We help you source finance options that allow businesses to grow by acquiring much needed equipment such as plant machinery, vehicles, and more We can help ensure you make the best decision for the short and long term of your business by not only obtaining the correct loan that suits your needs, but also taking advantage of the tax benefits
PROPERTY MANAGEMENT
DISCOVERING A NEW DIMENSION.
We help you find the perfect tenant for your property and ensure you ’ re equipped with the tools to make informed decisions that lead to better outcomes
Marybeth Banks OWNER/DIRECTOR
Baylee Morel MARKETING&EVENTS MANAGER
Natasha Ellwood TAXACCOUNTANT
Ellie Towns CUSTOMERSERVICE OFFICER
Kelly Wei MORTGAGEBROKER
Emma McKinnon FINANCESUPPORT OFFICER
Jya Epstein PARAPLANNER
Phil Wright SENIORACCOUNTANT/CFO
Elle Burgess RECEPTIONIST
Charlie Hay TAXACCOUNTANT(CA)
Amanda Gorry BOOKKEEPER
Maya Henricksen OPERATIONSMANAGER
Kodie Sills TAX&ACCOUNTING CONSULTANT
Jack Christensen TAXACCOUNTANT
Sage Henricksen BOOKKEEPINGSUPPORT OFFICER
Jodi Crummer MORTGAGEBROKER
Paul Farrelly FINANCIALADVISER
Deborah Pannell PROPERTYMANAGER
Jaydyn Brown FINANCIALPLANNING OFFICER
Nick Logothetis MORTGAGEBROKER
Chris Robertson FINANCIALADVISER
Caitlin Wasmund FINANCIALPLANNING OFFICER
Sarah Wyman PROPERTYMANAGER