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
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