Schedule a free hourly consultation!*
discuss Your financial matters with one of our experts.
*Limited Monthly Availability – Get in quick.
WHY US
We May Be Accountants, But You’ll
Never Be ‘Just A Number’ To Us
Here at MB+M we’re team players, and we’d be proud to be a member of your team. Here are 4 great reasons to have us on your side.
WE GENUINELY CARE FOR OUR CLIENTS
MB+M take a real interest in our clients’ business and personal situations. Getting to know you properly means we can understand what’s important to you, and work together to find a solution which will help you achieve your financial goals.
AVAILABLE WHENEVER YOU NEED US
We take our joint responsibility seriously. If your personal advisor is unavailable, anyone on our team will be able to help you so you’re never left waiting for answers.
OVER 40 FINANCIAL EXPERTS READY TO HELP YOU
Our team is larger than most accountancy firms. With over 40 people on board who are experts in their field, we can handle everything from cashflow planning to succession planning and superannuation.
NO HIDDEN COMMISSIONS
MB+M has no alliances to any product or company, so we can guarantee our advice is honest and unbiased. We’ll agree our fees with you in advance, so there are never any ‘surprise extras’.
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Caring for our community
When it comes to teamwork, MB+M truly excel, and that extends to our personal lives too.
Many of us work as board members and volunteers for other organisations, as our passion for finance and improving the lives of others in our community knows no bounds!
Read more about our company culture, our experts and personal values to see what we stand for. If you are as passionate as we are, why not join our tribe?
ABOUT US
WATCH OUR COMPANY VIDEO BELOW
THE TEAM BEHIND MB+M
MB+M began as Maxwell Brown & Mountjoy
in 1946 with a staff of one.
Today, with over 40 team members we make up one of the largest specialist financial services businesses in the Goulburn and Murray Valleys. Read more about our key team members below.
Make an appointment and come visit us at our Office for a friendly cuppa.
SERVICES
What Accounting Services Do You Need?
Is your business achieving what you set out to do? Do you have the freedom to achieve the important things for you and your family? Do you need a team on your side, working to get the best results for you? Our team of hand-picked financial experts are on hand to provide tailored support, services, advice and practical solutions to help you achieve success.
Call us today for a free consultation
03 5821 9177ONLY THE BEST AT MB+M
Accreditations & Innovative Product Solutions
TESTIMONIALS
Not convinced? Listen & read what
our happy clients have to say.
Myles has helped with my retirement every step of the way.
He has a way of communicating and making things easy to understand, which has allowed us to focus on things that we enjoy.”
SHIRLEY
.
I highly recommend Lori’s services for business owners. She is very knowledgeable and provides us with the Xero expert advice that allows us to focus on our business.
I wish she made us convert to Xero sooner – I love it! Thanks for all your help MB+M!”
Vicki
.
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
Highly recommend! 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 with all our questions along the way.”
Rohan & Sue
Schedule your Free Financial Affairs Consultation
One of our team members will provide you with an expert perspective on your current Financial Affairs and a suggested approach to addressing your needs.
MB+M is excited to offer you a free one-on-one financial matters consultation. We will review the following:
- Personal goals + income required to make them a reality
- Business Profitability
- Tax minimization opportunities
- Current protection in place for your wealth
- Opportunities to maximise wealth creation
- And more!
We just need a little bit more information from you in order to schedule your consultation. Once we have received your information one of our team will be in touch to schedule your session.
PLEASE FILL THIS OUT
READY TO TAKE CONTROL OF YOUR FINANCIAL FUTURE?
Take control today, and rest assured that
your SMSF is in safe hands with MB+M.
Your money, your investment, your decision.
Shepparton
23 Nixon Street, Shepparton, Vic 3630
Numurkah
106-108 Melville Street, Numurkah, Vic 3636
03 5821 9177RESOURCES
WEBSITE
ABOUT
© 2022 MB+M. All Rights Reserved.
23 Nixon Street, Shepparton, Victoria 3630106-108 Melville Street, Numurkah, Vic 3636
(03) 5821 9177
OzPlan Financial Services Pty Ltd
Australian Financial Services Licence No. 221235
Your Financial Adviser may offer you services through OzPlan Financial Services Pty Ltd and MB+M Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235, is only responsible for financial planning services.