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.
OUR PRODUCTS AND SERVICES.
Do you need finance to buy a home, an investment, or just to refinance your current loan? Let us take the stress out of the process and find the right loan for you. 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 your circumstances and needs. We will work with you and all your service providers before, during and after the purchase process (e.g. financier, real estate agent and solicitor).
We help you plan for a successful retirement and clearly determine how much money you will have on retirement and how long it will last. We provide alternative strategies to implement that will help boost retirement savings: How much will I need to be able to retire when I am 65?, Is super my only option?, Am I on track?, and I have several super funds, don’t care about super.
We help you manage and review your financial lifestyle goals and ensure they stay on track to achieve your desired outcomes and update your position amongst the various changes that occur in your personal life as well as the economic and legislative environments. How do I stay on track?, My income has changed this year and I’ve lost my Job?.
We help you make the best financial decisions associated with investing your money and choosing the right investment, shares, property, fixed interest, cash at the right time and for the right reasons, Are my investments the best they can be?, I hate paying tax, Do I have the right finance structure to be paying off my home sooner?, Is my super going to be enough? and When is the best time to invest?.
CASH FLOW MANAGEMENT
We help you clearly determine what your cash income and expenditure is and how to best manage it; which means having your money in the right place at the right time. I have no idea how much I spend, Do you spend your IFCOME? If it comes, I’ll spend it?, Can I save money somewhere? and How do I set up Salary Packaging?.
We help you protect your family and the family’s assets and income in the event of death, disability or serious medical trauma as a result of injury or illness. How long will your income last if you couldn’t go to work tomorrow?, What happened if I couldn’t work? and She’ll be right?.
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.
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
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.