One of the most rewarding things for us is the feedback we get from our clients about how comfortable they feel when meeting with us.
We ensure a relaxed environment, yet professional and very knowledgeable in all aspects of the financial services world with the range of services we have in house, this makes it very easy.
YOUNG TO MID-LIFE
You are establishing and building your career and perhaps starting a family. You may be looking to get married, buy your first home, and/or start a family. We can assist you with a number of things to make this transistion smoother such as Life Insuarance, Income Protection, Family Healthcare, Debt Management, and Business Planning. Phone us today to discuss your next phase
With 20 or more years of retirement ahead of you, your priorities will depend on how well you have prepared. Your main concerns may be: Protection of assets, Debt elimination, Family healthcare, Helping your children, Retirement planning, Wills and trusts and Business exit strategies. Phone us today to discuss your next phase
This is your consolidation stage – achieving a comfortable lifestyle and thinking about managing your long-term future. You’re likely to focus on: Protection of lifestyle, Healthcare, Investments, Tax management, Inheritance, Retirement Planning and Long-term care planning. Phone us today to discuss your next phase
This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth. You may be thinking of: Protection of assets, Health care, Aged care planning, Inheritance tax mitigation, Gifting to family, Preserving your capital and Estate planning. Phone us today to discuss your next phase
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.