Our team of advisors are authorized representatives of
OzPlan Financial Services Pty Ltd.
ABN 35 005 391 202 Australian Financial Service Licence No. 221235
Grow Your Wealth
Personal Risk Advice
Investment Advice
Aged Care
SMSF Advice
Preparing For Retirement
Estate Planning
Grow Your Wealth
- Guidance to enhance your savings and maintain your retirement funds for a secure financial future
- – Boost your savings
- – Sustain your retirement funds
- – Secure a comfortable future
- Develop a plan to achieve your financial goals
- Saving money is a crucial part of building a secure financial future
- Work with a financial advisor to create a personalized retirement plan that considers your unique financial situation
Personal Risk Advice
- Ensuring you have a Lifestyle Protection Strategy
- Tailor insurances to meet your needs and maintain the lifestyle you want
- – Income protection
- – Death or terminal illness
- – Total and permanent disability
- Balance your protection needs with affordability based on your cash flow situation
Investment Advice
- Sound and thoroughly researched investment advice
- Holistic financial planning that includes investments and considers all aspects of your financial well-being
- – trusts
- – tax planning
- – risk insurance
- – superannuation
- – retirement
- – wills
- – estate planning
- New or existing investment portfolio advice
Aged Care
- Determine the steps when you or your loved ones can no longer live independently.
- – evaluate your aged care needs
- – making the process less daunting
- Information and advice to help you make informed decisions about future care, security, and happiness
- Help you reduce the burden, minimize aged care fees, and maximize social security benefits.
SMSF Advice
- Advice on starting and managing a SMSF
- SMSF planning and regular strategic review of your fund each year
- Discuss opportunities to ensure you are making the most of your SMSF
- Awareness of your trustee requirements
Preparing For Retirement
- Get your plans in order, so when the time comes, you can retire with confidence
- Preparation for retirement
- You should think about how much super you’ll need to fund your lifestyle
Estate Planning
- Advice on developing a strategy to deal with your assets after you die
- Advice on legal instruments and structures such as a will
- Advice on how to arrange your affairs so that at the time of your death your assets will pass to those whom you wish to benefit, while being subjected to the least amount of taxes and transfer costs
DISCOVER
MORE SERVICES
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OTHER SERVICES
OTHER SERVICES
We are specialists in accounting, taxation, superannuation, financial planning + more.
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BUSINESS + TAXATION
BUSINESS + TAXATION
Individuals and businesses - maximise your return and meet your legal requirements in tax + reporting.
Working with MB+M has been easy. We were made to feel comfortable and all our questions were welcomed . The trust we’ve put in the MB+M OzPlan team has paid off and we’re excited to be planning for our retirement.
- Bussy + Kate
OzPlan’s handling of our financial affairs over the years has been impeccable.
We feel secure and comfortable in retirement which allows us to enjoy travelling, playing bowls & spending time with our family.
- Alan + Sue
MB+M have helped us take stock of our situation.
They have shown us a window into what our retirement could look like and gave us practical advice on how to get there.
- Deanne + Lance
MB+M understand lifestyle is important and helped us build our wealth.
- Elizabeth + Robert
It’s really important to develop relationships in business, and we have enjoyed working with MB+M for over 20 years. We started as business owners, and they provided us with the knowledge and tools for salary, wages, and day-to-day business.
We have now sold our farm and are focusing on a secure retirement – that’s what it’s all about. We have gone from being employers to employees and MB+M has helped us all the way.
- Rohan + Sue
Greg has been supporting us with the financial advice we require to suit our needs both now and for the future. He ensures we understand all the financial planning jargon and has always been informative and supportive.
MB+M are a company who offer the full package of financial, insurance, personal support services and have access to advice surrounding grievance and will structures.
- Bev + Lawrence
OUR PROCESS
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1
1. Discovery Meeting
- Getting to know you
- What’s important, your situation, aspirations and concerns
- Determine if we can help you
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2
2. Strategy Meeting
- Overview of proposed strategies tailored specifically for your situation
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3
3. Advice Preparation
- We create a financial plan to achieve what’s important to you, your goals, aspirations and values
- We help you feel in control and happy about the investment decisions you make
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4
4. Advice Presentation Meeting
- We will present you with your personalised Financial Plan
- We will clearly explain how our recommendations will help you achieve your goals
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5
5. Implement advice
- We are dedicated to you
- We will complete the work to implement your financial plan
- You will have an ongoing relationship with a trusted professional ensuring that you are on track to meet your financial goals
- We give you time back so you can focus on what you enjoy
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6. Service + Review
- Ongoing management and reviews of your financial situation
- You can talk to us whenever you have questions or concerns
WEALTH CREATION ARTICLES
How do I fund the later years in retirement?
We discuss how you can achieve a comfortable and financially secure retirement by evaluating future living expenses and creating a realistic budget.
Common investing mistakes to avoid
Successful investing is about avoiding mistakes + taking a thoughtful approach. Read more for common errors to avoid when investing
How do I live an active, fulfilling + financially secure life in retirement?
We answer the big questions you may have about living a financially secure and fulfilling life in retirement.