MBA is not your run-of-the-mill financial planning firm.
Operating under our own license, MBA Wealth Solutions provides our clients with financial planning services in Bathurst that are holistic to their needs. Our advice is always customised to the individual’s needs and objectives.
No matter what stage you’re in, we put you on the right track so you have the freedom to focus on the things that matter most in your life.
One of the most important elements of this process is for us to understand exactly what your goals are, a big part of which is to understand your attitude to risk. It’s imperative we get this right. Once we do, we then put in place long-term strategies to help you reach your goals.
From there, we regularly review your position to ensure that you are on track to meeting your goals.
The qualified advisers at MBA Wealth Solutions look into the future when planning your retirement.
We take the time to understand your needs and desires for the future once you cease work.
We ask questions like:
Upon approaching retirement, you may choose to lower your level of risk all to preserve your capital. Additionally, you should consider:
Are you in retirement but aren’t sure whether you’re getting the most out of your money? Our advisers take a deep look into your current financial situation, checking for any gaps or missed opportunities where you could be better maximising your retirement funds.
We ask three main questions:
Not everyone wants to plan for the future, let alone their retirement. However, to enjoy a comfortable lifestyle in your golden years, you need to take the right steps and contribute sufficient funds to your superannuation account.
From your first job, you have been accumulating superannuation, but the provider and investment option that was right for you then may not be the better choice for you now.
Our advisers have undergone extensive research so that you don’t have to. With a wealth of knowledge across multiple super providers and their respective investment options, the advisers at MBA are sure to find the perfect superannuation portfolio for you.
With our personalised approach, we can understand your unique circumstances, dreams, and goals when you retire. Let us help you take control of your life after retirement and ensure you remain on track by managing your Superannuation– get in touch with us today!
The advisers at MBA Wealth Solutions understand the art of building a robust investment portfolio that balances reward with risk. The advice provided by our advisers utilises the three laws of successful wealth creation. These are:
We also work closely with clients’ accountants to get the best tax outcome, ensuring you get the most out of your wealth creation.
Our advisers have dealt with a variety of cases, some more complex than others, but rest assured they take all the required measures to ensure each client has a portfolio that works for them and their individual needs.
We see many clients who prioritise their business’s financial needs over their own. But we work with clients to highlight the importance of having both your personal and business finances work in conjunction with one another to provide a greater overall outcome.
There are a few key areas our advisers touch on; one is investing outside your business. Diversifying your overall portfolio and asset allocation is crucial to financial growth as an induvial and a business.
The second is succession planning. Passing on your business or farm can be a complex and daunting time. Our advisers implement both long-term and short-term strategies to make this transition period runs smoothly and achieves the best outcome for the client. This transition period could involve the sale of the business or bringing in new ownership structures, like a family member.
We are familiar with the structures, such as companies, family trusts and self-managed super funds.
We also work closely with clients’ accountants to get the best tax outcome.
Having a strong financial plan is one thing but protecting the longevity of that plan is another.
Planning for an unexpected event allows you to have freedom of choice and the capability to protect your assets, so you can sustain your investment portfolio.
The advisers at MBA are proficient in all areas of personal insurance.
A comprehensive financial plan should address the following insurances:
If you have any questions about personal insurance, do not hesitate to contact us.
Estate Planning in its simplest form is about giving you peace of mind.
An estate plan ensures your assets are allocated in an effective way and in the way you want.
An estate plan goes beyond a Will, it covers a variety of aspects, all relating to the distribution of your wealth after you pass away. This ensures the beneficiaries of your estate avoid complications and disputes during what will already be a difficult time.
Our advisers are well versed in estate planning, with many years of experience dealing with a variety of cases.
Ongoing reviews of a client’s investment portfolio are of high priority to the advisers at MBA Wealth Solutions.
Financial Planning is not a set-and-forget exchange. It is a progressive and ever-changing landscape.
Regular reviews are crucial to ensure the investment options and asset allocation of a client’s portfolio remain appropriate and meet their needs at each stage of life.
The MBA team understand this. Our advisers provide each client with relevant, up-to-date advice to ensure their investment portfolio is working for them at every stage of life.
The transition into Aged Care can be an emotional time for both the individual and their family. With such a significant decision it is important to seek advice from a qualified and experienced Aged Care Financial Adviser.
With this transition, there are important decisions that need to be made regarding your loved one’s finances. Some key questions our Aged Care Financial Adviser will help you answer:
MBA Wealth Solutions provides a thorough financial planning service, you and your loved ones will be in good hands with our team.