At MB+M, we are passionate about helping make your life easier by growing your wealth and business
We use our teams’ knowledge, experience and passion to help you grow and sustain your business, your wealth and your lifestyle.
Our Client Value Proposition unites us as a firm, drives our success + sets us apart.
Our team of expert advisors, consultants and financial specialists are working on your behalf to achieve your goals. Learn more about our team of dedicated experts.
- BUSINESS + TAXATION
- WEALTH CREATION
over 40+ team members and growing
Our team of top specialist financial planners and investment experts operate under the banner of boutique financial advisory group, OzPlan Financial Services. From investment to SMSF, our team of experts are here to advise you on how to boost your savings, sustain your retirement funds and secure a comfortable future by finding the right strategic choices to help you meet your financial goals.
Our team of advisors are authorised representatives of OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235
MB+M began 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. We have 2 offices located in Shepparton and Numurkah to service more people in the Goulburn Valley.