Our Approach | mbfinancialgroup

OUR APPROACH.

WE REALLY DO CARE.

MB Financial Group is a boutique specialist in providing holistic Personal Financial Advice. We are privately owned and separate to any ﬁnancial institutions this ensures professional advice tailored to individual needs.

We really do care

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 planners.

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.

Why you visit

We really do care about our customers success. Don’t self-assess from general research on the world wide web, come in and get some personal advice tailored to your needs.

Financially, one of three things can happen to a person: You’ll live too long; You’ll die too soon; or You’ll become disabled sometime along the way.

In the event of: Retirement; Premature death of a breadwinner or family member; Temporary or Permanent disability; Major medical Trauma; You and/or your family will almost certainly need access to money, and probably lots of it.

Our Mission

Providing holistic advice tailored to client’s needs. Clients always come first People don’t know what they don’t know Trust and confidence is everything. To always act honestly and with integrity To always focus. To make people happy

MEET THE TEAM.

Marybeth Banks

Director

Phil Wright

Tax Director

Jodi Banks

Mortgage Broker

Chris Robertson

Financial Planner

Kristy Bohringer

Operations Manager

Claire Croyden

Tax Adviser

Kodie Sills

Tax Consultant

HAPPY CUSTOMERS

I thought I had a pretty good handle on my ﬁnances and just wanted a bit of advice with transition to retirement. From the outcome she started saving me money and very quickly had my ﬁnances organised in such a way that I was saving hundreds of dollars with a much better retirement future ahead.

~ Jose McCool.

HAPPY CUSTOMERS

Marybeth and the team at MB Financial Group helped me to finance the purchase of my new home and I couldn’t be happier with the result. Marybeth is very open, honest and receptive to questions. She went out of her way to provide me with as much information as I needed so that I felt comfortable with each step. Marybeth is knowledgeable and thorough in her approach so I always felt she was looking out for me and had my best interests at heart. If you are looking for great, personal & professional service then I highly recommend MB Financial Group.

~ Lisa D.

GET IN TOUCH

Tel (07) 5452 7761
[email protected]ﬁnancialgroup.com.au
Suite 5, Holbrook House
48-50 Sugar Road
PO Box 5941
Maroochydore BC QLD 4558

Australian Mortgage and Financial Advisers Pty Ltd is not responsible for any tax related advice or accounting services that are provided by MB Financial Group.